Whipplewood Advisors’s Ferguson FERG Stock Holding History

Whipplewood 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	$4.27K	Sell	18 -16	-47%	-$3.86K	﹤0.01%	332
2026 Q1	$7.93K	Buy	+34	New	+$8.27K	﹤0.01%	530
2025 Q3	–	Sell	-37	Closed	-$8.06K	–	613
2025 Q2	$8.06K	Sell	37 -171	-82%	-$31.5K	﹤0.01%	605
2025 Q1	$5.93K	Buy	208 +130	+167%	+$22.5K	﹤0.01%	662
2024 Q4	$13.5K	Buy	+78	New	+$15.5K	0.01%	506

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Whipplewood Advisors's FERG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Ferguson (FERG) stake by 47% in Q2 2026, selling an estimated $3.86K and leaving 18 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Whipplewood Advisors first reported a position in FERG in Q4 2024 and has held it in 5 quarters since. The position peaked at $13.5K in Q4 2024. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Whipplewood Advisors held 18 shares of Ferguson worth $4.27K as of Q2 2026.
Whipplewood Advisors sold 16 Ferguson shares in Q2 2026, an estimated $3.86K.
Ferguson made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #332 holding.
Whipplewood Advisors first reported a position in Ferguson in Q4 2024 and has held it in 5 quarters since.
Whipplewood Advisors's Ferguson position peaked at $13.5K in Q4 2024.
939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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