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Curated Wealth Partners’s Ferguson FERG Stock Holding History

Curated Wealth 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 		$112K Buy
46,240
+43,052
+1,350% +$10.4M 0.01% 583
2026
Q1 		$744K Sell
3,188
-469
-13% -$114K 0.09% 89
2025
Q4 		$814K Sell
3,657
-944
-21% -$226K 0.09% 85
2025
Q3 		$1.03M Sell
4,601
-792
-15% -$179K 0.13% 61
2025
Q2 		$1.17M Sell
5,393
-103
-2% -$19K 0.14% 47
2025
Q1 		$881K Buy
+5,496
New +$953K 0.11% 61

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Curated Wealth Partners's FERG Position: Q2 2026 in Review

Curated Wealth Partners increased its Ferguson (FERG) stake by 1,350% in Q2 2026, buying an estimated $10.4M and bringing the position to 46,240 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #583.

Curated Wealth Partners first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2025. 249 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Curated Wealth Partners held 46,240 shares of Ferguson worth $112K as of Q2 2026.
  • Curated Wealth Partners bought 43,052 Ferguson shares in Q2 2026, an estimated $10.4M.
  • Ferguson made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #583 holding.
  • Curated Wealth Partners first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • Curated Wealth Partners's Ferguson position peaked at $1.17M in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.