Zhang Financial’s Ferguson FERG Stock Holding History

Zhang Financial’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	$7.94M	Hold	33,468	–	–	0.23%	63
2026 Q1	$7.81M	Hold	33,468	–	–	0.27%	55
2025 Q4	$7.45M	Buy	33,468 +1,734	+5%	+$414K	0.28%	52
2025 Q3	$7.13M	Hold	31,734	–	–	0.29%	49
2025 Q2	$6.91M	Buy	+31,734	New	+$5.84M	0.32%	46

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

Zhang Financial's FERG Position: Q2 2026 in Review

Zhang Financial held its Ferguson (FERG) position steady in Q2 2026 at 33,468 shares worth $7.94M. The position accounts for 0.23% of the portfolio, ranked #63.

Zhang Financial first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Zhang Financial held 33,468 shares of Ferguson worth $7.94M as of Q2 2026.
Zhang Financial left its Ferguson share count unchanged in Q2 2026.
Ferguson made up 0.23% of Zhang Financial's portfolio in Q2 2026, its #63 holding.
Zhang Financial first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.