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Clean Yield Group’s Ferguson FERG Stock Holding History

Clean Yield Group’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 		$6.34M Buy
27,172
+71
+0.3% +$17.3K 1.78% 10
2025
Q4 		$6.03M Buy
27,101
+114
+0.4% +$27.2K 1.67% 14
2025
Q3 		$6.06M Sell
26,987
-309
-1% -$70K 1.71% 14
2025
Q2 		$5.94M Sell
27,296
-669
-2% -$123K 1.78% 14
2025
Q1 		$4.48M Buy
27,965
+2,006
+8% +$348K 1.46% 21
2024
Q4 		$4.51M Buy
25,959
+5,534
+27% +$1.1M 1.43% 20
2024
Q3 		$4.06M Buy
+20,425
New +$4.14M 1.29% 26

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

Clean Yield Group's FERG Position: Q1 2026 in Review

Clean Yield Group increased its Ferguson (FERG) stake by 0.26% in Q1 2026, buying an estimated $17.3K and bringing the position to 27,172 shares worth $6.34M. The position accounts for 1.78% of the portfolio, ranked #10.

Clean Yield Group first reported a position in FERG in Q3 2024 and has held it in 7 quarters since. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Clean Yield Group held 27,172 shares of Ferguson worth $6.34M as of Q1 2026.
  • Clean Yield Group bought 71 Ferguson shares in Q1 2026, an estimated $17.3K.
  • Ferguson made up 1.78% of Clean Yield Group's portfolio in Q1 2026, its #10 holding.
  • Clean Yield Group first reported a position in Ferguson in Q3 2024 and has held it in 7 quarters since.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.