XWM
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Xcel Wealth Management's FERG Position: Q1 2026 in Review

Xcel Wealth Management increased its Ferguson (FERG) stake by 138% in Q1 2026, buying an estimated $490K and bringing the position to 3,478 shares worth $811K. The position accounts for 0.22% of the portfolio, ranked #75.

Xcel Wealth Management first reported a position in FERG in Q4 2023 and has held it in 6 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Xcel Wealth Management held 3,478 shares of Ferguson worth $811K as of Q1 2026.
  • Xcel Wealth Management bought 2,014 Ferguson shares in Q1 2026, an estimated $490K.
  • Ferguson made up 0.22% of Xcel Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Xcel Wealth Management first reported a position in Ferguson in Q4 2023 and has held it in 6 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.