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WealthPoint Financial’s Ferguson FERG Stock Holding History

WealthPoint Financial’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 		$206K Sell
870
-4
-0.5% -$965 0.15% 123
2026
Q1 		$204K Sell
874
-100
-10% -$24.3K 0.17% 121
2025
Q4 		$217K Buy
+974
New +$233K 0.19% 114

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPoint Financial's FERG Position: Q2 2026 in Review

WealthPoint Financial reduced its Ferguson (FERG) stake by 0.46% in Q2 2026, selling an estimated $965 and leaving 870 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #123.

WealthPoint Financial first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. The position peaked at $217K in Q4 2025. 943 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • WealthPoint Financial held 870 shares of Ferguson worth $206K as of Q2 2026.
  • WealthPoint Financial sold 4 Ferguson shares in Q2 2026, an estimated $965.
  • Ferguson made up 0.15% of WealthPoint Financial's portfolio in Q2 2026, its #123 holding.
  • WealthPoint Financial first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • WealthPoint Financial's Ferguson position peaked at $217K in Q4 2025.
  • 943 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.