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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Empowered Funds's FERG Position: Q1 2026 in Review

Empowered Funds increased its Ferguson (FERG) stake by 22% in Q1 2026, buying an estimated $1.25M and bringing the position to 28,435 shares worth $6.63M. The position accounts for 0.04% of the portfolio, ranked #531.

Empowered Funds first reported a position in FERG in Q1 2023 and has held it in 13 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Empowered Funds held 28,435 shares of Ferguson worth $6.63M as of Q1 2026.
  • Empowered Funds bought 5,122 Ferguson shares in Q1 2026, an estimated $1.25M.
  • Ferguson made up 0.04% of Empowered Funds's portfolio in Q1 2026, its #531 holding.
  • Empowered Funds first reported a position in Ferguson in Q1 2023 and has held it in 13 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.