EF
FERG icon

Empowered Funds’s Ferguson FERG Stock Holding History

Empowered Funds’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 		$8.18M Buy
34,471
+6,036
+21% +$1.46M 0.04% 489
2026
Q1 		$6.63M Buy
28,435
+5,122
+22% +$1.25M 0.04% 531
2025
Q4 		$5.17M Buy
23,313
+7,315
+46% +$1.75M 0.09% 246
2025
Q3 		$3.59M Sell
15,998
-14,084
-47% -$3.19M 0.04% 616
2025
Q2 		$6.55M Buy
30,082
+831
+3% +$153K 0.07% 358
2025
Q1 		$4.69M Buy
29,251
+14,338
+96% +$2.49M 0.07% 401
2024
Q4 		$2.59M Sell
14,913
-16,558
-53% -$3.29M 0.04% 609
2024
Q3 		$6.25M Buy
31,471
+2,018
+7% +$409K 0.1% 291
2024
Q2 		$5.7M Buy
29,453
+16,856
+134% +$3.54M 0.1% 263
2024
Q1 		$2.75M Sell
12,597
-12,220
-49% -$2.43M 0.05% 503
2023
Q4 		$4.79M Buy
24,817
+18,984
+325% +$3.2M 0.12% 245
2023
Q3 		$959K Buy
5,833
+388
+7% +$61.3K 0.03% 680
2023
Q2 		$857K Buy
5,445
+1,412
+35% +$201K 0.03% 654
2023
Q1 		$539K Buy
+4,033
New +$561K 0.03% 385

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

Empowered Funds's FERG Position: Q2 2026 in Review

Empowered Funds increased its Ferguson (FERG) stake by 21% in Q2 2026, buying an estimated $1.46M and bringing the position to 34,471 shares worth $8.18M. The position accounts for 0.04% of the portfolio, ranked #489.

Empowered Funds first reported a position in FERG in Q1 2023 and has held it in 14 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Empowered Funds held 34,471 shares of Ferguson worth $8.18M as of Q2 2026.
  • Empowered Funds bought 6,036 Ferguson shares in Q2 2026, an estimated $1.46M.
  • Ferguson made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #489 holding.
  • Empowered Funds first reported a position in Ferguson in Q1 2023 and has held it in 14 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.