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West Michigan Advisors’s Ferguson FERG Stock Holding History

West Michigan Advisors’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
Q1 		– Sell
-1,258
Closed -$219K – 225
2024
Q4 		$219K Sell
1,258
-86
-6% -$17.1K 0.07% 211
2024
Q3 		$268K Sell
1,344
-27
-2% -$5.47K 0.08% 158
2024
Q2 		$267K Buy
+1,371
New +$288K 0.08% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

West Michigan Advisors's FERG Position: Q1 2025 in Review

West Michigan Advisors sold out of Ferguson (FERG) in Q1 2025, closing a stake of 1,258 shares — an estimated $219K sold.

West Michigan Advisors first reported a position in FERG in Q2 2024 and held it in 3 quarters. The position peaked at $268K in Q3 2024. 716 funds tracked by Wall St. Rank hold FERG as of Q1 2025.

  • West Michigan Advisors reported no remaining Ferguson position as of Q1 2025 after selling out during the quarter.
  • West Michigan Advisors sold 1,258 Ferguson shares in Q1 2025, an estimated $219K.
  • West Michigan Advisors first reported a position in Ferguson in Q2 2024 and held it in 3 quarters.
  • West Michigan Advisors's Ferguson position peaked at $268K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Ferguson as of Q1 2025.

Based on West Michigan Advisors's 13F filing for Q1 2025, filed 9 May 2025.