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FERG icon

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
Q2 		$6.47M Sell
27,263
-1,924
-7% -$464K 2.78% 8
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

2Xideas's FERG Position: Q2 2026 in Review

2Xideas reduced its Ferguson (FERG) stake by 6.6% in Q2 2026, selling an estimated $464K and leaving 27,263 shares worth $6.47M. The position accounts for 2.78% of the portfolio, ranked #8.

2Xideas first reported a position in FERG in Q1 2022 and has held it in 17 quarters since. The position peaked at $18.3M in Q4 2023. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • 2Xideas held 27,263 shares of Ferguson worth $6.47M as of Q2 2026.
  • 2Xideas sold 1,924 Ferguson shares in Q2 2026, an estimated $464K.
  • Ferguson made up 2.78% of 2Xideas's portfolio in Q2 2026, its #8 holding.
  • 2Xideas first reported a position in Ferguson in Q1 2022 and has held it in 17 quarters since.
  • 2Xideas's Ferguson position peaked at $18.3M in Q4 2023.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on 2Xideas's 13F filing for Q2 2026, filed 14 Aug 2026.