Dudley & Shanley
FERG icon

Dudley & Shanley’s Ferguson FERG Stock Holding History

Dudley & Shanley’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 		$22.3M Sell
100,032
-4,193
-4% -$971K 3.54% 11
2026
Q2 		$24.7M Buy
104,225
+50
+0% +$12.1K 3.73% 10
2026
Q1 		$24.3M Hold
104,175
– – 3.98% 10
2025
Q4 		$23.2M Buy
104,175
+28,675
+38% +$6.85M 3.73% 14
2025
Q3 		$17M Hold
75,500
– – 2.73% 18
2025
Q2 		$16.4M Sell
75,500
-25,625
-25% -$4.72M 2.58% 19
2025
Q1 		$16.2M Sell
101,125
-8,250
-8% -$1.43M 2.55% 20
2024
Q4 		$19M Buy
+109,375
New +$21.7M 2.93% 18

Other funds holding FERG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dudley & Shanley's FERG Position: Q3 2026 in Review

Dudley & Shanley reduced its Ferguson (FERG) stake by 4% in Q3 2026, selling an estimated $971K and leaving 100,032 shares worth $22.3M. The position accounts for 3.54% of the portfolio, ranked #11.

Dudley & Shanley first reported a position in FERG in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.7M in Q2 2026. 562 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Dudley & Shanley held 100,032 shares of Ferguson worth $22.3M as of Q3 2026.
  • Dudley & Shanley sold 4,193 Ferguson shares in Q3 2026, an estimated $971K.
  • Ferguson made up 3.54% of Dudley & Shanley's portfolio in Q3 2026, its #11 holding.
  • Dudley & Shanley first reported a position in Ferguson in Q4 2024 and has held it in 8 quarters since.
  • Dudley & Shanley's Ferguson position peaked at $24.7M in Q2 2026.
  • 562 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Dudley & Shanley's 13F filing for Q3 2026, filed 6 Oct 2026.