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Duff & Phelps Investment Management’s Ferguson FERG Stock Holding History

Duff & Phelps Investment Management’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 		$7.22M Buy
30,420
+5,567
+22% +$1.34M 0.07% 112
2026
Q1 		$5.8M Buy
24,853
+5,758
+30% +$1.4M 0.06% 113
2025
Q4 		$4.25M Sell
19,095
-413
-2% -$98.7K 0.05% 115
2025
Q3 		$4.38M Sell
19,508
-6,958
-26% -$1.58M 0.05% 121
2025
Q2 		$5.76M Sell
26,466
-3,308
-11% -$609K 0.07% 116
2025
Q1 		$4.77M Sell
29,774
-9,644
-24% -$1.67M 0.06% 115
2024
Q4 		$6.84M Sell
39,418
-1,011
-3% -$201K 0.08% 113
2024
Q3 		$8.03M Sell
40,429
-22,361
-36% -$4.53M 0.09% 111
2024
Q2 		$12.2M Sell
62,790
-8,171
-12% -$1.71M 0.15% 106
2024
Q1 		$15.5M Buy
70,961
+15,961
+29% +$3.18M 0.19% 107
2023
Q4 		$10.6M Hold
55,000
– – 0.13% 118
2023
Q3 		$9.05M Buy
55,000
+10,000
+22% +$1.58M 0.12% 123
2023
Q2 		$7.08M Buy
+45,000
New +$6.41M 0.09% 129

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

Duff & Phelps Investment Management's FERG Position: Q2 2026 in Review

Duff & Phelps Investment Management increased its Ferguson (FERG) stake by 22% in Q2 2026, buying an estimated $1.34M and bringing the position to 30,420 shares worth $7.22M. The position accounts for 0.07% of the portfolio, ranked #112.

Duff & Phelps Investment Management first reported a position in FERG in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.5M in Q1 2024. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Duff & Phelps Investment Management held 30,420 shares of Ferguson worth $7.22M as of Q2 2026.
  • Duff & Phelps Investment Management bought 5,567 Ferguson shares in Q2 2026, an estimated $1.34M.
  • Ferguson made up 0.07% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #112 holding.
  • Duff & Phelps Investment Management first reported a position in Ferguson in Q2 2023 and has held it in 13 quarters since.
  • Duff & Phelps Investment Management's Ferguson position peaked at $15.5M in Q1 2024.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.