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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
Q2 		$6.74M Sell
28,391
-377
-1% -$91K 1.86% 19
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 $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

Westbourne Investment Advisors's FERG Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its Ferguson (FERG) stake by 1.3% in Q2 2026, selling an estimated $91K and leaving 28,391 shares worth $6.74M. The position accounts for 1.86% of the portfolio, ranked #19.

Westbourne Investment Advisors first reported a position in FERG in Q3 2023 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Westbourne Investment Advisors held 28,391 shares of Ferguson worth $6.74M as of Q2 2026.
  • Westbourne Investment Advisors sold 377 Ferguson shares in Q2 2026, an estimated $91K.
  • Ferguson made up 1.86% of Westbourne Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Westbourne Investment Advisors first reported a position in Ferguson in Q3 2023 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.