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Planning Strategies Inc.’s Ferguson FERG Stock Holding History

Planning Strategies Inc.’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 		$2.14K Buy
+9
New +$2.17K ﹤0.01% 575

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Planning Strategies Inc.'s FERG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Ferguson (FERG) in Q2 2026: 9 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings.

282 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Planning Strategies Inc. held 9 shares of Ferguson worth $2.14K as of Q2 2026.
  • Ferguson was a new Planning Strategies Inc. position in Q2 2026.
  • Ferguson made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #575 holding.
  • 282 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.