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Callan Family Office’s Ferguson FERG Stock Holding History

Callan Family Office’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 		$2.08M Buy
8,783
+644
+8% +$155K 0.04% 376
2026
Q1 		$1.9M Buy
8,139
+2,784
+52% +$678K 0.04% 372
2025
Q4 		$1.19M Buy
5,355
+1,501
+39% +$359K 0.03% 504
2025
Q3 		$866K Sell
3,854
-22
-0.6% -$4.98K 0.03% 409
2025
Q2 		$844K Buy
+3,876
New +$713K 0.03% 441
2025
Q1 		– Sell
-1,763
Closed -$306K – 585
2024
Q4 		$306K Buy
+1,763
New +$350K 0.02% 474

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

Callan Family Office's FERG Position: Q2 2026 in Review

Callan Family Office increased its Ferguson (FERG) stake by 7.9% in Q2 2026, buying an estimated $155K and bringing the position to 8,783 shares worth $2.08M. The position accounts for 0.04% of the portfolio, ranked #376.

Callan Family Office first reported a position in FERG in Q4 2024 and has held it in 6 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Callan Family Office held 8,783 shares of Ferguson worth $2.08M as of Q2 2026.
  • Callan Family Office bought 644 Ferguson shares in Q2 2026, an estimated $155K.
  • Ferguson made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #376 holding.
  • Callan Family Office first reported a position in Ferguson in Q4 2024 and has held it in 6 quarters since.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.