Cumberland Partners’s Ferguson FERG Stock Holding History

Cumberland Partners’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	$3.83M	Buy	16,419 +14,174	+631%	+$3.45M	0.29%	59
2025 Q4	$500K	Sell	2,245 -6,500	-74%	-$1.55M	0.03%	153
2025 Q3	$1.96M	Buy	+8,745	New	+$1.98M	0.13%	106
2024 Q3	–	Sell	-23,740	Closed	-$4.57M	–	185
2024 Q2	$4.57M	Hold	23,740	–	–	0.33%	59
2024 Q1	$5.19M	Sell	23,740 -4,025	-14%	-$802K	0.38%	54
2023 Q4	$4.72M	Buy	27,765 +3,865	+16%	+$652K	0.43%	52
2023 Q3	$3.97M	Sell	23,900 -215	-0.9%	-$33.9K	0.38%	56
2023 Q2	$3.8M	Buy	24,115 +55	+0.2%	+$7.83K	0.35%	63
2023 Q1	$3.16M	Buy	24,060 +21,925	+1,027%	+$3.05M	0.31%	65
2022 Q4	$271K	Buy	+2,135	New	+$249K	0.03%	156
2022 Q2	–	Sell	-2,385	Closed	-$320K	–	169
2022 Q1	$320K	Buy	+2,385	New	+$368K	0.02%	164

Other funds holding FERG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Cumberland Partners's FERG Position: Q1 2026 in Review

Cumberland Partners increased its Ferguson (FERG) stake by 631% in Q1 2026, buying an estimated $3.45M and bringing the position to 16,419 shares worth $3.83M. The position accounts for 0.29% of the portfolio, ranked #59.

Cumberland Partners first reported a position in FERG in Q1 2022 and has held it in 11 quarters since. The position peaked at $5.19M in Q1 2024. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Cumberland Partners held 16,419 shares of Ferguson worth $3.83M as of Q1 2026.
Cumberland Partners bought 14,174 Ferguson shares in Q1 2026, an estimated $3.45M.
Ferguson made up 0.29% of Cumberland Partners's portfolio in Q1 2026, its #59 holding.
Cumberland Partners first reported a position in Ferguson in Q1 2022 and has held it in 11 quarters since.
Cumberland Partners's Ferguson position peaked at $5.19M in Q1 2024.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.