2Xideas’s Ferguson FERG Stock Holding History

2Xideas’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	$6.81M	Sell	29,187 -4,754	-14%	-$1.16M	2.67%	7
2025 Q4	$7.56M	Sell	33,941 -5,436	-14%	-$1.3M	2.12%	8
2025 Q3	$8.84M	Sell	39,377 -41,628	-51%	-$9.43M	1.87%	15
2025 Q2	$17.6M	Sell	81,005 -16,501	-17%	-$3.04M	3.04%	6
2025 Q1	$15.6M	Sell	97,506 -5,036	-5%	-$873K	2.37%	8
2024 Q4	$17.8M	Buy	102,542 +34,105	+50%	+$6.77M	2.38%	10
2024 Q3	$13.6M	Buy	+68,437	New	+$13.9M	1.83%	16
2024 Q2	–	Sell	-80,957	Closed	-$17.7M	–	52
2024 Q1	$17.7M	Sell	80,957 -14,190	-15%	-$2.83M	2.17%	15
2023 Q4	$18.3M	Buy	95,147 +24,115	+34%	+$4.07M	1.96%	14
2023 Q3	$11.7M	Sell	71,032 -17,756	-20%	-$2.8M	1.29%	26
2023 Q2	$14M	Buy	88,788 +4,396	+5%	+$626K	1.34%	21
2023 Q1	$11.3M	Buy	84,392 +831	+1%	+$116K	1.09%	39
2022 Q4	$10.6M	Sell	83,561 -5,705	-6%	-$664K	1.12%	16
2022 Q3	$9.37M	Sell	89,266 -8,826	-9%	-$1.03M	0.99%	26
2022 Q2	$10.9M	Buy	98,092 +8,054	+9%	+$975K	1%	30
2022 Q1	$12.3M	Buy	+90,038	New	+$13.9M	0.87%	53

Other funds holding FERG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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