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Wealthspire Advisors (New York)’s Ferguson FERG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-63
Closed -$14.2K – 1659
2025
Q3 		$14.2K Buy
+63
New +$14.3K ﹤0.01% 1856

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $43.8B AUM 42.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s FERG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ferguson (FERG) in Q4 2025, closing a stake of 63 shares — an estimated $14.2K sold.

Wealthspire Advisors (New York) first reported a position in FERG in Q3 2025 and held it in 1 quarter. The position peaked at $14.2K in Q3 2025. 906 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 63 Ferguson shares in Q4 2025, an estimated $14.2K.
  • Wealthspire Advisors (New York) first reported a position in Ferguson in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ferguson position peaked at $14.2K in Q3 2025.
  • 906 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.