Evelyn Partners Investment Management Services’s Ferguson FERG Stock Holding History

Evelyn Partners Investment Management Services’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	$3.23M	Sell	13,851 -874	-6%	-$213K	0.38%	52
2025 Q4	$3.28M	Sell	14,725 -175	-1%	-$41.8K	0.41%	53
2025 Q3	$3.35M	Sell	14,900 -2,084	-12%	-$472K	0.45%	50
2025 Q2	$3.7M	Hold	16,984	–	–	0.56%	46
2025 Q1	$2.72M	Sell	16,984 -990	-6%	-$172K	0.45%	50
2024 Q4	$3.12M	Buy	+17,974	New	+$3.57M	0.54%	47

Other funds holding FERG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Evelyn Partners Investment Management Services's FERG Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Ferguson (FERG) stake by 5.9% in Q1 2026, selling an estimated $213K and leaving 13,851 shares worth $3.23M. The position accounts for 0.38% of the portfolio, ranked #52.

Evelyn Partners Investment Management Services first reported a position in FERG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.7M in Q2 2025. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Evelyn Partners Investment Management Services held 13,851 shares of Ferguson worth $3.23M as of Q1 2026.
Evelyn Partners Investment Management Services sold 874 Ferguson shares in Q1 2026, an estimated $213K.
Ferguson made up 0.38% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #52 holding.
Evelyn Partners Investment Management Services first reported a position in Ferguson in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Ferguson position peaked at $3.7M in Q2 2025.
928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

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