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Atria Investments’s Ferguson FERG Stock Holding History

Atria Investments’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 		$4.04M Buy
17,329
+2,164
+14% +$527K 0.05% 437
2025
Q4 		$3.38M Sell
15,165
-236
-2% -$56.4K 0.04% 517
2025
Q3 		$3.46M Buy
15,401
+4,259
+38% +$964K 0.04% 520
2025
Q2 		$2.43M Buy
11,142
+2,328
+26% +$429K 0.03% 649
2025
Q1 		$1.41M Sell
8,814
-6,158
-41% -$1.07M 0.02% 864
2024
Q4 		$2.6M Sell
14,972
-2,977
-17% -$591K 0.03% 580
2024
Q3 		$3.56M Sell
17,949
-2,346
-12% -$475K 0.04% 464
2024
Q2 		$3.93M Buy
20,295
+2,333
+13% +$489K 0.05% 414
2024
Q1 		$3.92M Buy
17,962
+979
+6% +$195K 0.05% 412
2023
Q4 		$3.28M Buy
16,983
+6,145
+57% +$1.04M 0.05% 416
2023
Q3 		$1.78M Buy
10,838
+3,902
+56% +$616K 0.03% 610
2023
Q2 		$1.09M Buy
+6,936
New +$988K 0.02% 793

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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

Atria Investments's FERG Position: Q1 2026 in Review

Atria Investments increased its Ferguson (FERG) stake by 14% in Q1 2026, buying an estimated $527K and bringing the position to 17,329 shares worth $4.04M. The position accounts for 0.05% of the portfolio, ranked #437.

Atria Investments first reported a position in FERG in Q2 2023 and has held it in 12 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Atria Investments held 17,329 shares of Ferguson worth $4.04M as of Q1 2026.
  • Atria Investments bought 2,164 Ferguson shares in Q1 2026, an estimated $527K.
  • Ferguson made up 0.05% of Atria Investments's portfolio in Q1 2026, its #437 holding.
  • Atria Investments first reported a position in Ferguson in Q2 2023 and has held it in 12 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.