Corient Private Wealth
FERG icon

Corient Private Wealth’s Ferguson FERG Stock Holding History

Corient Private Wealth’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 		$3.13M Sell
13,537
-60,841
-82% -$14.8M ﹤0.01% 1035
2025
Q4 		$6.69M Buy
74,378
+7,940
+12% +$1.9M ﹤0.01% 933
2025
Q3 		$14.9M Sell
66,438
-1,084
-2% -$245K 0.02% 446
2025
Q2 		$14.7M Sell
67,522
-6,743
-9% -$1.24M 0.02% 444
2025
Q1 		$11.9M Sell
74,265
-65,390
-47% -$11.3M 0.02% 484
2024
Q4 		$24.2M Buy
139,655
+13,542
+11% +$2.69M 0.04% 357
2024
Q3 		$25M Buy
126,113
+5,549
+5% +$1.12M 0.04% 383
2024
Q2 		$23.3M Sell
120,564
-12,894
-10% -$2.7M 0.04% 361
2024
Q1 		$29.2M Sell
133,458
-19,546
-13% -$3.89M 0.05% 320
2023
Q4 		$29.5M Buy
153,004
+15,788
+12% +$2.66M 0.05% 315
2023
Q3 		$22.6M Buy
137,216
+70,430
+105% +$11.1M 0.05% 323
2023
Q2 		$10.5M Buy
66,786
+64,164
+2,447% +$9.14M 0.02% 465
2023
Q1 		$351K Buy
+2,622
New +$364K ﹤0.01% 1531

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

Corient Private Wealth's FERG Position: Q1 2026 in Review

Corient Private Wealth reduced its Ferguson (FERG) stake by 82% in Q1 2026, selling an estimated $14.8M and leaving 13,537 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Corient Private Wealth first reported a position in FERG in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.5M in Q4 2023. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Corient Private Wealth held 13,537 shares of Ferguson worth $3.13M as of Q1 2026.
  • Corient Private Wealth sold 60,841 Ferguson shares in Q1 2026, an estimated $14.8M.
  • Ferguson made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1035 holding.
  • Corient Private Wealth first reported a position in Ferguson in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Ferguson position peaked at $29.5M in Q4 2023.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.