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Ferguson shares owned by Outlook Wealth Advisors

Quarter-by-quarter ownership of Ferguson (FERG) shares owned by Outlook Wealth Advisors from 13F filings

Historical chart of Outlook Wealth Advisors investment in Ferguson

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All positions including Ferguson held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ferguson by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $444k 2.0k 222.63
2025-09-30 $314k 1.4k 224.58

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NVIDIA Corporation (NVDA)
Ishares Tr High Yld Systm B (HYDB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Aim Etf Products Trust Allianzim Us Equ (JANW)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Aim Etf Products Trust Allianzim Us Eqt (DECW)

View all positions for Outlook Wealth Advisors

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