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Clifford Swan Investment Counsel’s Ferguson FERG Stock Holding History

Clifford Swan Investment Counsel’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 		$17.6M Sell
74,101
-1,035
-1% -$250K 0.56% 53
2026
Q1 		$17.5M Sell
75,136
-216
-0.3% -$52.6K 0.6% 53
2025
Q4 		$16.8M Buy
75,352
+452
+0.6% +$108K 0.56% 48
2025
Q3 		$16.8M Buy
74,900
+2,208
+3% +$500K 0.56% 51
2025
Q2 		$15.8M Buy
72,692
+14,103
+24% +$2.6M 0.56% 53
2025
Q1 		$9.39M Buy
58,589
+25,021
+75% +$4.34M 0.35% 76
2024
Q4 		$5.83M Buy
33,568
+17,669
+111% +$3.51M 0.21% 102
2024
Q3 		$3.16M Buy
+15,899
New +$3.22M 0.11% 128

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

Clifford Swan Investment Counsel's FERG Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Ferguson (FERG) stake by 1.4% in Q2 2026, selling an estimated $250K and leaving 74,101 shares worth $17.6M. The position accounts for 0.56% of the portfolio, ranked #53.

Clifford Swan Investment Counsel first reported a position in FERG in Q3 2024 and has held it in 8 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Clifford Swan Investment Counsel held 74,101 shares of Ferguson worth $17.6M as of Q2 2026.
  • Clifford Swan Investment Counsel sold 1,035 Ferguson shares in Q2 2026, an estimated $250K.
  • Ferguson made up 0.56% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #53 holding.
  • Clifford Swan Investment Counsel first reported a position in Ferguson in Q3 2024 and has held it in 8 quarters since.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.