FC
FERG icon

FORA Capital’s Ferguson FERG Stock Holding History

FORA Capital’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 		– Sell
-1,070
Closed -$238K – 487
2025
Q4 		$238K Sell
1,070
-8,215
-88% -$1.96M 0.03% 385
2025
Q3 		$2.09M Buy
+9,285
New +$2.1M 0.37% 66
2025
Q2 		– Sell
-34,700
Closed -$5.56M – 568
2025
Q1 		$5.56M Buy
+34,700
New +$6.02M 0.56% 42
2024
Q4 		– Sell
-4,318
Closed -$857K – 453
2024
Q3 		$857K Buy
+4,318
New +$875K 0.1% 223
2023
Q4 		– Sell
-19,442
Closed -$3.2M – 498
2023
Q3 		$3.2M Sell
19,442
-4,100
-17% -$647K 0.28% 108
2023
Q2 		$3.7M Buy
23,542
+2,214
+10% +$315K 0.53% 56
2023
Q1 		$2.85M Buy
+21,328
New +$2.96M 0.29% 109

Other funds holding FERG

BlackRock
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
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 $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

FORA Capital's FERG Position: Q1 2026 in Review

FORA Capital sold out of Ferguson (FERG) in Q1 2026, closing a stake of 1,070 shares — an estimated $238K sold.

FORA Capital first reported a position in FERG in Q1 2023 and held it in 7 quarters. The position peaked at $5.56M in Q1 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • FORA Capital reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 1,070 Ferguson shares in Q1 2026, an estimated $238K.
  • FORA Capital first reported a position in Ferguson in Q1 2023 and held it in 7 quarters.
  • FORA Capital's Ferguson position peaked at $5.56M in Q1 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.