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World Investment Advisors’s Ferguson FERG Stock Holding History

World Investment 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 		$2.01M Sell
8,631
-77
-0.9% -$18.6K 0.03% 474
2026
Q1 		$2.03M Buy
8,708
+7,125
+450% +$1.73M 0.03% 477
2025
Q4 		$352K Buy
1,583
+420
+36% +$100K 0.01% 1103
2025
Q3 		$261K Buy
+1,163
New +$263K 0.01% 1057

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

World Investment Advisors's FERG Position: Q2 2026 in Review

World Investment Advisors reduced its Ferguson (FERG) stake by 0.88% in Q2 2026, selling an estimated $18.6K and leaving 8,631 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #474.

World Investment Advisors first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q1 2026. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • World Investment Advisors held 8,631 shares of Ferguson worth $2.01M as of Q2 2026.
  • World Investment Advisors sold 77 Ferguson shares in Q2 2026, an estimated $18.6K.
  • Ferguson made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #474 holding.
  • World Investment Advisors first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • World Investment Advisors's Ferguson position peaked at $2.03M in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.