Evelyn Partners Investment Management’s Ferguson FERG Stock Holding History

Evelyn Partners Investment Management’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	$11.4M	Sell	48,678 -915	-2%	-$223K	0.31%	54
2025 Q4	$11M	Sell	49,593 -3,000	-6%	-$717K	0.31%	55
2025 Q3	$11.8M	Sell	52,593 -1,672	-3%	-$379K	0.34%	56
2025 Q2	$11.8M	Sell	54,265 -3,902	-7%	-$718K	0.36%	53
2025 Q1	$9.32M	Sell	58,167 -116	-0.2%	-$20.1K	0.31%	58
2024 Q4	$10.1M	Buy	+58,283	New	+$11.6M	0.33%	54

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's FERG Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Ferguson (FERG) stake by 1.8% in Q1 2026, selling an estimated $223K and leaving 48,678 shares worth $11.4M. The position accounts for 0.31% of the portfolio, ranked #54.

Evelyn Partners Investment Management first reported a position in FERG in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.8M in Q2 2025. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Evelyn Partners Investment Management held 48,678 shares of Ferguson worth $11.4M as of Q1 2026.
Evelyn Partners Investment Management sold 915 Ferguson shares in Q1 2026, an estimated $223K.
Ferguson made up 0.31% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #54 holding.
Evelyn Partners Investment Management first reported a position in Ferguson in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Ferguson position peaked at $11.8M in Q2 2025.
928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

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