CX Institutional
FERG icon

CX Institutional’s Ferguson FERG Stock Holding History

CX Institutional’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
Q3 		$8.11M Buy
36,449
+36,161
+12,556% +$8.37M 0.22% 109
2026
Q2 		$68K Buy
288
+6
+2% +$1.45K ﹤0.01% 930
2026
Q1 		$66K Buy
282
+1
+0.4% +$243 ﹤0.01% 925
2025
Q4 		$63K Sell
281
-19
-6% -$4.54K ﹤0.01% 933
2025
Q3 		$67K Buy
300
+297
+9,900% +$67.2K ﹤0.01% 894
2025
Q2 		$1K Buy
+3
New +$552 ﹤0.01% 1180

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CX Institutional's FERG Position: Q3 2026 in Review

CX Institutional increased its Ferguson (FERG) stake by 12,556% in Q3 2026, buying an estimated $8.37M and bringing the position to 36,449 shares worth $8.11M. The position accounts for 0.22% of the portfolio, ranked #109.

CX Institutional first reported a position in FERG in Q2 2025 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • CX Institutional held 36,449 shares of Ferguson worth $8.11M as of Q3 2026.
  • CX Institutional bought 36,161 Ferguson shares in Q3 2026, an estimated $8.37M.
  • Ferguson made up 0.22% of CX Institutional's portfolio in Q3 2026, its #109 holding.
  • CX Institutional first reported a position in Ferguson in Q2 2025 and has held it in 6 quarters since.
  • 181 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.