Cox Capital Management’s Ferguson FERG Stock Holding History

Cox Capital Management’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	$1.19M	Buy	5,025 +138	+3%	+$33.3K	0.66%	45
2026 Q1	$1.14M	Buy	+4,887	New	+$1.19M	0.76%	43

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

Cox Capital Management's FERG Position: Q2 2026 in Review

Cox Capital Management increased its Ferguson (FERG) stake by 2.8% in Q2 2026, buying an estimated $33.3K and bringing the position to 5,025 shares worth $1.19M. The position accounts for 0.66% of the portfolio, ranked #45.

Cox Capital Management first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Cox Capital Management held 5,025 shares of Ferguson worth $1.19M as of Q2 2026.
Cox Capital Management bought 138 Ferguson shares in Q2 2026, an estimated $33.3K.
Ferguson made up 0.66% of Cox Capital Management's portfolio in Q2 2026, its #45 holding.
Cox Capital Management first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.