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Eric Mandelblatt’s Ferguson FERG Stock Holding History

Eric Mandelblatt’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 		$576M Buy
2,428,771
+30,404
+1% +$7.34M 1.21% 14
2026
Q1 		$559M Sell
2,398,367
-579,825
-19% -$141M 1.08% 15
2025
Q4 		$669M Sell
2,978,192
-677,444
-19% -$162M 4.67% 9
2025
Q3 		$821M Sell
3,655,636
-49,420
-1% -$11.2M 6.19% 5
2025
Q2 		$807M Buy
3,705,056
+100,559
+3% +$18.5M 7.87% 3
2025
Q1 		$578M Buy
+3,604,497
New +$625M 8.15% 2

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

Eric Mandelblatt's FERG Position: Q2 2026 in Review

Eric Mandelblatt increased its Ferguson (FERG) stake by 1.3% in Q2 2026, buying an estimated $7.34M and bringing the position to 2,428,771 shares worth $576M. The position accounts for 1.21% of the portfolio, ranked #14.

Eric Mandelblatt first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. The position peaked at $821M in Q3 2025. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Eric Mandelblatt held 2,428,771 shares of Ferguson worth $576M as of Q2 2026.
  • Eric Mandelblatt bought 30,404 Ferguson shares in Q2 2026, an estimated $7.34M.
  • Ferguson made up 1.21% of Eric Mandelblatt's portfolio in Q2 2026, its #14 holding.
  • Eric Mandelblatt first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • Eric Mandelblatt's Ferguson position peaked at $821M in Q3 2025.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Soroban Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.