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Alta Advisers’s Ferguson FERG Stock Holding History

Alta Advisers’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
2025
Q4 		– Sell
-1,067
Closed -$240K – 221
2025
Q3 		$240K Hold
1,067
– – 0.07% 220
2025
Q2 		$232K Buy
+1,067
New +$196K 0.08% 212
2024
Q4 		– Sell
-500
Closed -$99.3K – 251
2024
Q3 		$99.3K Hold
500
– – 0.05% 296
2024
Q2 		$96.8K Hold
500
– – 0.05% 272
2024
Q1 		$109K Hold
500
– – 0.05% 255
2023
Q4 		$96.5K Hold
500
– – 0.05% 266
2023
Q3 		$82.2K Hold
500
– – 0.05% 279
2023
Q2 		$78.7K Hold
500
– – 0.04% 308
2023
Q1 		$66.9K Buy
+500
New +$69.5K 0.04% 333

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alta Advisers's FERG Position: Q4 2025 in Review

Alta Advisers sold out of Ferguson (FERG) in Q4 2025, closing a stake of 1,067 shares — an estimated $240K sold.

Alta Advisers first reported a position in FERG in Q1 2023 and held it in 9 quarters. The position peaked at $240K in Q3 2025. 907 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

  • Alta Advisers reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
  • Alta Advisers sold 1,067 Ferguson shares in Q4 2025, an estimated $240K.
  • Alta Advisers first reported a position in Ferguson in Q1 2023 and held it in 9 quarters.
  • Alta Advisers's Ferguson position peaked at $240K in Q3 2025.
  • 907 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.