Wilkerson Advisory Group’s Ferguson FERG Stock Holding History

Wilkerson Advisory Group’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	$15.9K	Hold	67	–	–	﹤0.01%	356
2026 Q1	$15.6K	Buy	67 +33	+97%	+$8.03K	0.01%	338
2025 Q4	$7.57K	Buy	+34	New	+$8.12K	﹤0.01%	379

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

Wilkerson Advisory Group's FERG Position: Q2 2026 in Review

Wilkerson Advisory Group held its Ferguson (FERG) position steady in Q2 2026 at 67 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Wilkerson Advisory Group first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 943 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Wilkerson Advisory Group held 67 shares of Ferguson worth $15.9K as of Q2 2026.
Wilkerson Advisory Group left its Ferguson share count unchanged in Q2 2026.
Ferguson made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #356 holding.
Wilkerson Advisory Group first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
943 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.