Westfuller Advisors
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Westfuller Advisors’s Ferguson FERG Stock Holding History

Westfuller 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
Q3 		$4.45K Sell
20
-1
-5% -$232 ﹤0.01% 580
2026
Q2 		$4.89K Buy
21
+1
+5% +$241 ﹤0.01% 580
2026
Q1 		$4.79K Hold
20
– – ﹤0.01% 549
2025
Q4 		$4.54K Hold
20
– – ﹤0.01% 571
2025
Q3 		$4.58K Buy
+20
New +$4.53K ﹤0.01% 547

Other funds holding FERG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Westfuller Advisors's FERG Position: Q3 2026 in Review

Westfuller Advisors reduced its Ferguson (FERG) stake by 4.8% in Q3 2026, selling an estimated $232 and leaving 20 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Westfuller Advisors first reported a position in FERG in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.89K in Q2 2026. 755 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Westfuller Advisors held 20 shares of Ferguson worth $4.45K as of Q3 2026.
  • Westfuller Advisors sold 1 Ferguson share in Q3 2026, an estimated $232.
  • Ferguson made up ﹤0.01% of Westfuller Advisors's portfolio in Q3 2026, its #580 holding.
  • Westfuller Advisors first reported a position in Ferguson in Q3 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's Ferguson position peaked at $4.89K in Q2 2026.
  • 755 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.