WETS
FERG icon

Wealth Enhancement Trust Services’s Ferguson FERG Stock Holding History

Wealth Enhancement Trust Services’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.7K Buy
159
+74
+87% +$17.9K ﹤0.01% 534
2026
Q1 		$19.8K Buy
85
+79
+1,317% +$19.2K ﹤0.01% 544
2025
Q4 		$1.34K Buy
+6
New +$1.43K ﹤0.01% 663

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealth Enhancement Trust Services's FERG Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Ferguson (FERG) stake by 87% in Q2 2026, buying an estimated $17.9K and bringing the position to 159 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Wealth Enhancement Trust Services first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 687 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Wealth Enhancement Trust Services held 159 shares of Ferguson worth $37.7K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 74 Ferguson shares in Q2 2026, an estimated $17.9K.
  • Ferguson made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #534 holding.
  • Wealth Enhancement Trust Services first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • 687 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.