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 Q2	$6.33M	Sell	26,654 -518	-2%	-$125K	1.57%	11
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 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

Clean Yield Group's FERG Position: Q2 2026 in Review

Clean Yield Group reduced its Ferguson (FERG) stake by 1.9% in Q2 2026, selling an estimated $125K and leaving 26,654 shares worth $6.33M. The position accounts for 1.57% of the portfolio, ranked #11.

Clean Yield Group first reported a position in FERG in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.34M in Q1 2026. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Clean Yield Group held 26,654 shares of Ferguson worth $6.33M as of Q2 2026.
Clean Yield Group sold 518 Ferguson shares in Q2 2026, an estimated $125K.
Ferguson made up 1.57% of Clean Yield Group's portfolio in Q2 2026, its #11 holding.
Clean Yield Group first reported a position in Ferguson in Q3 2024 and has held it in 8 quarters since.
Clean Yield Group's Ferguson position peaked at $6.34M in Q1 2026.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.