Aspire Private Capital’s Ferguson FERG Stock Holding History

Aspire Private Capital’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	$536K	Sell	2,258 -56	-2%	-$13.5K	0.11%	118
2026 Q1	$540K	Buy	2,314 +308	+15%	+$75K	0.12%	119
2025 Q4	$447K	Sell	2,006 -53	-3%	-$12.7K	0.1%	124
2025 Q3	$462K	Sell	2,059 -134	-6%	-$30.3K	0.1%	129
2025 Q2	$478K	Buy	+2,193	New	+$404K	0.11%	130
2024 Q4	–	Sell	-1,095	Closed	-$217K	–	323
2024 Q3	$217K	Hold	1,095	–	–	0.05%	159
2024 Q2	$212K	Hold	1,095	–	–	0.05%	150
2024 Q1	$239K	Hold	1,095	–	–	0.06%	141
2023 Q4	$211K	Hold	1,095	–	–	0.06%	136
2023 Q3	$180K	Hold	1,095	–	–	0.06%	134
2023 Q2	$172K	Hold	1,095	–	–	0.05%	134
2023 Q1	$146K	Buy	+1,095	New	+$152K	0.05%	143

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aspire Private Capital's FERG Position: Q2 2026 in Review

Aspire Private Capital reduced its Ferguson (FERG) stake by 2.4% in Q2 2026, selling an estimated $13.5K and leaving 2,258 shares worth $536K. The position accounts for 0.11% of the portfolio, ranked #118.

Aspire Private Capital first reported a position in FERG in Q1 2023 and has held it in 12 quarters since. The position peaked at $540K in Q1 2026. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Aspire Private Capital held 2,258 shares of Ferguson worth $536K as of Q2 2026.
Aspire Private Capital sold 56 Ferguson shares in Q2 2026, an estimated $13.5K.
Ferguson made up 0.11% of Aspire Private Capital's portfolio in Q2 2026, its #118 holding.
Aspire Private Capital first reported a position in Ferguson in Q1 2023 and has held it in 12 quarters since.
Aspire Private Capital's Ferguson position peaked at $540K in Q1 2026.
948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.