Windsor Capital Management’s Ferguson FERG Stock Holding History

Windsor Capital 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	$214K	Hold	900	–	–	0.06%	124
2026 Q1	$210K	Hold	900	–	–	0.06%	118
2025 Q4	$200K	Hold	900	–	–	0.06%	119
2025 Q3	$202K	Buy	+900	New	+$204K	0.06%	119
2024 Q1	–	Sell	-1,069	Closed	-$206K	–	112
2023 Q4	$206K	Buy	+1,069	New	+$180K	0.07%	108
2022 Q1	–	Sell	-1,134	Closed	-$203K	–	120
2021 Q4	$203K	Buy	+1,134	New	+$178K	0.06%	117

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

Windsor Capital Management's FERG Position: Q2 2026 in Review

Windsor Capital Management held its Ferguson (FERG) position steady in Q2 2026 at 900 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #124.

Windsor Capital Management first reported a position in FERG in Q4 2021 and has held it in 6 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Windsor Capital Management held 900 shares of Ferguson worth $214K as of Q2 2026.
Windsor Capital Management left its Ferguson share count unchanged in Q2 2026.
Ferguson made up 0.06% of Windsor Capital Management's portfolio in Q2 2026, its #124 holding.
Windsor Capital Management first reported a position in Ferguson in Q4 2021 and has held it in 6 quarters since.
940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.