Xcel Wealth Management’s Ferguson FERG Stock Holding History

Xcel Wealth 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	$1.42M	Buy	5,973 +2,495	+72%	+$602K	0.34%	62
2026 Q1	$811K	Buy	3,478 +2,014	+138%	+$490K	0.22%	75
2025 Q4	$326K	Sell	1,464 -16	-1%	-$3.82K	0.08%	125
2025 Q3	$332K	Sell	1,480 -14	-0.9%	-$3.17K	0.09%	118
2025 Q2	$325K	Sell	1,494 -17	-1%	-$3.13K	0.09%	112
2025 Q1	$242K	Buy	+1,511	New	+$262K	0.08%	123
2024 Q1	–	Sell	-1,055	Closed	-$204K	–	129
2023 Q4	$204K	Buy	+1,055	New	+$178K	0.07%	110

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

Xcel Wealth Management's FERG Position: Q2 2026 in Review

Xcel Wealth Management increased its Ferguson (FERG) stake by 72% in Q2 2026, buying an estimated $602K and bringing the position to 5,973 shares worth $1.42M. The position accounts for 0.34% of the portfolio, ranked #62.

Xcel Wealth Management first reported a position in FERG in Q4 2023 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Xcel Wealth Management held 5,973 shares of Ferguson worth $1.42M as of Q2 2026.
Xcel Wealth Management bought 2,495 Ferguson shares in Q2 2026, an estimated $602K.
Ferguson made up 0.34% of Xcel Wealth Management's portfolio in Q2 2026, its #62 holding.
Xcel Wealth Management first reported a position in Ferguson in Q4 2023 and has held it in 7 quarters since.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.