Xcel Wealth Management
FERG icon

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
Q3 		$2.66M Buy
11,965
+5,992
+100% +$1.39M 0.66% 37
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Xcel Wealth Management's FERG Position: Q3 2026 in Review

Xcel Wealth Management increased its Ferguson (FERG) stake by 100% in Q3 2026, buying an estimated $1.39M and bringing the position to 11,965 shares worth $2.66M. The position accounts for 0.66% of the portfolio, ranked #37.

Xcel Wealth Management first reported a position in FERG in Q4 2023 and has held it in 8 quarters since. 221 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Xcel Wealth Management held 11,965 shares of Ferguson worth $2.66M as of Q3 2026.
  • Xcel Wealth Management bought 5,992 Ferguson shares in Q3 2026, an estimated $1.39M.
  • Ferguson made up 0.66% of Xcel Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Xcel Wealth Management first reported a position in Ferguson in Q4 2023 and has held it in 8 quarters since.
  • 221 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.