Cerity Partners
FERG icon

Cerity Partners’s Ferguson FERG Stock Holding History

Cerity Partners’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 		$7.84M Sell
33,030
-8,306
-20% -$2M 0.01% 885
2026
Q1 		$9.64M Buy
41,336
+7,333
+22% +$1.78M 0.01% 708
2025
Q4 		$7.57M Buy
34,003
+1,271
+4% +$304K 0.01% 763
2025
Q3 		$7.35M Buy
32,732
+9,738
+42% +$2.2M 0.01% 711
2025
Q2 		$5.01M Buy
22,994
+7,323
+47% +$1.35M 0.01% 801
2025
Q1 		$2.51M Buy
15,671
+6,361
+68% +$1.1M 0.01% 1010
2024
Q4 		$1.74M Sell
9,310
-837
-8% -$166K ﹤0.01% 1166
2024
Q3 		$2.01M Buy
10,147
+6,479
+177% +$1.31M ﹤0.01% 1088
2024
Q2 		$710K Sell
3,668
-3,744
-51% -$785K ﹤0.01% 1380
2024
Q1 		$1.62M Buy
7,412
+5,929
+400% +$1.18M ﹤0.01% 1066
2023
Q4 		$286K Buy
+1,483
New +$250K ﹤0.01% 1548
2022
Q1 		– Sell
-1,716
Closed -$309K – 996
2021
Q4 		$309K Buy
+1,716
New +$269K ﹤0.01% 756

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
JTL
Jupiter Topco LLC New York $245B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Cerity Partners's FERG Position: Q2 2026 in Review

Cerity Partners reduced its Ferguson (FERG) stake by 20% in Q2 2026, selling an estimated $2M and leaving 33,030 shares worth $7.84M. The position accounts for 0.01% of the portfolio, ranked #885.

Cerity Partners first reported a position in FERG in Q4 2021 and has held it in 12 quarters since. The position peaked at $9.64M in Q1 2026. 887 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Cerity Partners held 33,030 shares of Ferguson worth $7.84M as of Q2 2026.
  • Cerity Partners sold 8,306 Ferguson shares in Q2 2026, an estimated $2M.
  • Ferguson made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #885 holding.
  • Cerity Partners first reported a position in Ferguson in Q4 2021 and has held it in 12 quarters since.
  • Cerity Partners's Ferguson position peaked at $9.64M in Q1 2026.
  • 887 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.