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Westbourne Investment Advisors’s Ferguson FERG Stock Holding History

Westbourne Investment 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
2026
Q1 		$6.71M Buy
+28,768
New +$7M 1.96% 18
2024
Q4 		– Sell
-26,224
Closed -$5.21M – 88
2024
Q3 		$5.21M Buy
26,224
+523
+2% +$106K 1.82% 22
2024
Q2 		$4.98M Buy
25,701
+74
+0.3% +$15.5K 1.8% 23
2024
Q1 		$5.6M Buy
25,627
+536
+2% +$107K 2.06% 18
2023
Q4 		$4.84M Buy
25,091
+432
+2% +$72.9K 1.94% 21
2023
Q3 		$4.06M Buy
+24,659
New +$3.89M 1.86% 22

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Westbourne Investment Advisors's FERG Position: Q1 2026 in Review

Westbourne Investment Advisors opened a new position in Ferguson (FERG) in Q1 2026: 28,768 shares worth $6.71M. The stake represents 1.96% of the portfolio and ranks #18 among its holdings. This is a return to the name: Westbourne Investment Advisors previously reported a position in FERG as recently as Q3 2024.

Westbourne Investment Advisors first reported a position in FERG in Q3 2023 and has held it in 6 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Westbourne Investment Advisors held 28,768 shares of Ferguson worth $6.71M as of Q1 2026.
  • Ferguson was a new Westbourne Investment Advisors position in Q1 2026.
  • Ferguson made up 1.96% of Westbourne Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Westbourne Investment Advisors first reported a position in Ferguson in Q3 2023 and has held it in 6 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.