Crow's Nest Holdings’s Ferguson FERG Stock Holding History

Crow's Nest Holdings’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	$18M	Sell	76,000 -45,000	-37%	-$10.9M	5.46%	7
2026 Q1	$28.2M	Sell	121,000 -74,000	-38%	-$18M	6.6%	7
2025 Q4	$43.4M	Sell	195,000 -29,850	-13%	-$7.13M	9.89%	5
2025 Q3	$50.5M	Sell	224,850 -4,150	-2%	-$940K	10.52%	5
2025 Q2	$49.9M	Hold	229,000	–	–	11%	5
2025 Q1	$36.7M	Sell	229,000 -81,000	-26%	-$14M	9.08%	5
2024 Q4	$53.8M	Buy	310,000 +45,000	+17%	+$8.94M	11.35%	4
2024 Q3	$52.6M	Sell	265,000 -14,500	-5%	-$2.94M	9.71%	5
2024 Q2	$54.1M	Hold	279,500	–	–	12.17%	3
2024 Q1	$61.1M	Hold	279,500	–	–	11.76%	4
2023 Q4	$54M	Hold	279,500	–	–	12.03%	5
2023 Q3	$46M	Hold	279,500	–	–	11.69%	5
2023 Q2	$44M	Hold	279,500	–	–	10.42%	5
2023 Q1	$37.4M	Hold	279,500	–	–	10.32%	5
2022 Q4	$35.5M	Buy	279,500 +73,000	+35%	+$8.5M	11.77%	4
2022 Q3	$21.3M	Buy	+206,500	New	+$24.1M	7.7%	6

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

Crow's Nest Holdings's FERG Position: Q2 2026 in Review

Crow's Nest Holdings reduced its Ferguson (FERG) stake by 37% in Q2 2026, selling an estimated $10.9M and leaving 76,000 shares worth $18M. The position accounts for 5.46% of the portfolio, ranked #7.

Crow's Nest Holdings first reported a position in FERG in Q3 2022 and has held it in 16 quarters since. The position peaked at $61.1M in Q1 2024. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Crow's Nest Holdings held 76,000 shares of Ferguson worth $18M as of Q2 2026.
Crow's Nest Holdings sold 45,000 Ferguson shares in Q2 2026, an estimated $10.9M.
Ferguson made up 5.46% of Crow's Nest Holdings's portfolio in Q2 2026, its #7 holding.
Crow's Nest Holdings first reported a position in Ferguson in Q3 2022 and has held it in 16 quarters since.
Crow's Nest Holdings's Ferguson position peaked at $61.1M in Q1 2024.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Crow's Nest Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.