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Evelyn Partners Investment Management (Europe)’s Ferguson FERG Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$165K Hold
707
– – 0.06% 89
2025
Q4 		$157K Hold
707
– – 0.05% 93
2025
Q3 		$159K Hold
707
– – 0.06% 89
2025
Q2 		$154K Hold
707
– – 0.06% 89
2025
Q1 		$113K Hold
707
– – 0.04% 96
2024
Q4 		$123K Buy
+707
New +$140K 0.04% 93

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VPM
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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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evelyn Partners Investment Management (Europe)'s FERG Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Ferguson (FERG) position steady in Q1 2026 at 707 shares worth $165K. The position accounts for 0.06% of the portfolio, ranked #89.

Evelyn Partners Investment Management (Europe) first reported a position in FERG in Q4 2024 and has held it in 6 quarters since. 930 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 707 shares of Ferguson worth $165K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its Ferguson share count unchanged in Q1 2026.
  • Ferguson made up 0.06% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #89 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Ferguson in Q4 2024 and has held it in 6 quarters since.
  • 930 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.