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Westside Investment Management’s Ferguson FERG Stock Holding History

Westside Investment Management’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 		$9.73K Hold
41
– – ﹤0.01% 1127
2026
Q1 		$9.64K Hold
41
– – ﹤0.01% 1112
2025
Q4 		$9.22K Hold
41
– – ﹤0.01% 1106
2025
Q3 		$9.24K Buy
+41
New +$9.28K ﹤0.01% 1116

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

Westside Investment Management's FERG Position: Q2 2026 in Review

Westside Investment Management held its Ferguson (FERG) position steady in Q2 2026 at 41 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Westside Investment Management first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Westside Investment Management held 41 shares of Ferguson worth $9.73K as of Q2 2026.
  • Westside Investment Management left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1127 holding.
  • Westside Investment Management first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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