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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
Q2 		$12.7M Buy
53,349
+36,930
+225% +$8.91M 0.82% 35
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
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

Cumberland Partners's FERG Position: Q2 2026 in Review

Cumberland Partners increased its Ferguson (FERG) stake by 225% in Q2 2026, buying an estimated $8.91M and bringing the position to 53,349 shares worth $12.7M. The position accounts for 0.82% of the portfolio, ranked #35.

Cumberland Partners first reported a position in FERG in Q1 2022 and has held it in 12 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Cumberland Partners held 53,349 shares of Ferguson worth $12.7M as of Q2 2026.
  • Cumberland Partners bought 36,930 Ferguson shares in Q2 2026, an estimated $8.91M.
  • Ferguson made up 0.82% of Cumberland Partners's portfolio in Q2 2026, its #35 holding.
  • Cumberland Partners first reported a position in Ferguson in Q1 2022 and has held it in 12 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.