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 Q3	$5.9M	Sell	26,498 -156	-0.6%	-$36.1K	1.43%	16
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Clean Yield Group's FERG Position: Q3 2026 in Review

Clean Yield Group reduced its Ferguson (FERG) stake by 0.59% in Q3 2026, selling an estimated $36.1K and leaving 26,498 shares worth $5.9M. The position accounts for 1.43% of the portfolio, ranked #16.

Clean Yield Group first reported a position in FERG in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.34M in Q1 2026. 285 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

Clean Yield Group held 26,498 shares of Ferguson worth $5.9M as of Q3 2026.
Clean Yield Group sold 156 Ferguson shares in Q3 2026, an estimated $36.1K.
Ferguson made up 1.43% of Clean Yield Group's portfolio in Q3 2026, its #16 holding.
Clean Yield Group first reported a position in Ferguson in Q3 2024 and has held it in 9 quarters since.
Clean Yield Group's Ferguson position peaked at $6.34M in Q1 2026.
285 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.