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Essential Partners’s Ferguson FERG Stock Holding History

Essential Partners’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 		$99.4K Sell
419
-77
-16% -$18.6K 0.05% 425
2026
Q1 		$116K Sell
496
-31
-6% -$7.54K 0.04% 389
2025
Q4 		$117K Sell
527
-140
-21% -$33.4K 0.04% 409
2025
Q3 		$150K Buy
667
+191
+40% +$43.2K 0.05% 366
2025
Q2 		$104K Buy
+476
New +$87.6K 0.04% 347

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

Essential Partners's FERG Position: Q2 2026 in Review

Essential Partners reduced its Ferguson (FERG) stake by 16% in Q2 2026, selling an estimated $18.6K and leaving 419 shares worth $99.4K. The position accounts for 0.05% of the portfolio, ranked #425.

Essential Partners first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $150K in Q3 2025. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Essential Partners held 419 shares of Ferguson worth $99.4K as of Q2 2026.
  • Essential Partners sold 77 Ferguson shares in Q2 2026, an estimated $18.6K.
  • Ferguson made up 0.05% of Essential Partners's portfolio in Q2 2026, its #425 holding.
  • Essential Partners first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Ferguson position peaked at $150K in Q3 2025.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.