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Ferguson shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Ferguson (FERG) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Ferguson

Tip: Access up to 7 years of quarterly data

All positions including Ferguson held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ferguson by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 951 222.55

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares U S Etf Tr Short Duration B (NEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Value (VLUE)

View all positions for Optivise Advisory Services

Top funds holding Ferguson

Vanguard Group
BlackRock
Bank of New York Mellon
FMR
Henderson Group
State Street Corporation
WCM Investment Management
Franklin Resources
Wellington Management Company
Geode Capital Management
Soroban Capital Partners
T. Rowe Price Investment Management
Pictet Asset Management Holding SA
Parnassus Investments
Invesco

View all funds holding Ferguson