Essential Partners
FERG icon

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
Q3 		$91.3K Sell
410
-9
-2% -$2.08K 0.04% 445
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Essential Partners's FERG Position: Q3 2026 in Review

Essential Partners reduced its Ferguson (FERG) stake by 2.1% in Q3 2026, selling an estimated $2.08K and leaving 410 shares worth $91.3K. The position accounts for 0.04% of the portfolio, ranked #445.

Essential Partners first reported a position in FERG in Q2 2025 and has held it in 6 quarters since. The position peaked at $150K in Q3 2025. 181 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Essential Partners held 410 shares of Ferguson worth $91.3K as of Q3 2026.
  • Essential Partners sold 9 Ferguson shares in Q3 2026, an estimated $2.08K.
  • Ferguson made up 0.04% of Essential Partners's portfolio in Q3 2026, its #445 holding.
  • Essential Partners first reported a position in Ferguson in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Ferguson position peaked at $150K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.