Berkshire Asset Management’s Ferguson FERG Stock Holding History

Berkshire Asset Management’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	$338K	Buy	1,424 +58	+4%	+$14K	0.01%	215
2026 Q1	$319K	Sell	1,366 -254	-16%	-$61.8K	0.01%	210
2025 Q4	$361K	Buy	1,620 +1	+0.1%	+$239	0.02%	205
2025 Q3	$364K	Buy	1,619 +195	+14%	+$44.2K	0.02%	220
2025 Q2	$310K	Buy	1,424 +93	+7%	+$17.1K	0.01%	229
2025 Q1	$228K	Sell	1,331 -64	-5%	-$11.1K	0.01%	262
2024 Q4	$252K	Buy	+1,395	New	+$277K	0.01%	254
2024 Q3	–	Sell	-1,672	Closed	-$324K	–	285
2024 Q2	$324K	Buy	+1,672	New	+$351K	0.02%	223

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 $3.37T AUM 44.26% 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

Berkshire Asset Management's FERG Position: Q2 2026 in Review

Berkshire Asset Management increased its Ferguson (FERG) stake by 4.2% in Q2 2026, buying an estimated $14K and bringing the position to 1,424 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #215.

Berkshire Asset Management first reported a position in FERG in Q2 2024 and has held it in 8 quarters since. The position peaked at $364K in Q3 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Berkshire Asset Management held 1,424 shares of Ferguson worth $338K as of Q2 2026.
Berkshire Asset Management bought 58 Ferguson shares in Q2 2026, an estimated $14K.
Ferguson made up 0.01% of Berkshire Asset Management's portfolio in Q2 2026, its #215 holding.
Berkshire Asset Management first reported a position in Ferguson in Q2 2024 and has held it in 8 quarters since.
Berkshire Asset Management's Ferguson position peaked at $364K in Q3 2025.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.