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Advisory Research’s Ferguson FERG Stock Holding History

Advisory Research’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 		$7.88M Buy
33,184
+1,318
+4% +$318K 0.79% 34
2026
Q1 		$7.43M Sell
31,866
-82
-0.3% -$20K 0.91% 34
2025
Q4 		$7.11M Sell
31,948
-861
-3% -$206K 0.89% 31
2025
Q3 		$7.37M Buy
32,809
+2,152
+7% +$487K 0.97% 29
2025
Q2 		$6.68M Buy
30,657
+4,062
+15% +$748K 1.03% 31
2025
Q1 		$4.26M Sell
26,595
-53
-0.2% -$9.19K 0.75% 38
2024
Q4 		$4.63M Buy
26,648
+1,087
+4% +$216K 0.77% 37
2024
Q3 		$5.08M Sell
25,561
-3,975
-13% -$805K 0.9% 35
2024
Q2 		$5.72M Sell
29,536
-13,147
-31% -$2.76M 1.08% 31
2024
Q1 		$9.32M Buy
42,683
+8,382
+24% +$1.67M 1.85% 20
2023
Q4 		$6.62M Buy
34,301
+1,263
+4% +$213K 1.02% 21
2023
Q3 		$5.43M Sell
33,038
-12,856
-28% -$2.03M 0.75% 27
2023
Q2 		$7.22M Sell
45,894
-3,118
-6% -$444K 0.93% 22
2023
Q1 		$6.56M Sell
49,012
-72,093
-60% -$10M 1.08% 23
2022
Q4 		$15.4M Sell
121,105
-2,890
-2% -$336K 1.45% 14
2022
Q3 		$12.8M Buy
123,995
+21,688
+21% +$2.53M 1.25% 21
2022
Q2 		$11.3M Sell
102,307
-17,353
-15% -$2.1M 1.11% 22
2022
Q1 		$16.1M Buy
119,660
+1,131
+1% +$174K 1.29% 20
2021
Q4 		$21.2M Sell
118,529
-2,373
-2% -$372K 1.67% 12
2021
Q3 		$16.9M Buy
120,902
+52,933
+78% +$7.54M 1.08% 18
2021
Q2 		$9.47M Sell
67,969
-130
-0.2% -$17.3K 0.62% 45
2021
Q1 		$8.17M Buy
+68,099
New +$8.31M 0.58% 67

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

Advisory Research's FERG Position: Q2 2026 in Review

Advisory Research increased its Ferguson (FERG) stake by 4.1% in Q2 2026, buying an estimated $318K and bringing the position to 33,184 shares worth $7.88M. The position accounts for 0.79% of the portfolio, ranked #34.

Advisory Research first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.2M in Q4 2021. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Advisory Research held 33,184 shares of Ferguson worth $7.88M as of Q2 2026.
  • Advisory Research bought 1,318 Ferguson shares in Q2 2026, an estimated $318K.
  • Ferguson made up 0.79% of Advisory Research's portfolio in Q2 2026, its #34 holding.
  • Advisory Research first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • Advisory Research's Ferguson position peaked at $21.2M in Q4 2021.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.