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Foxhaven Asset Management’s Ferguson FERG Stock Holding History

Foxhaven Asset 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
Q2 		$351M Buy
1,479,590
+105,130
+8% +$25.4M 9.41% 4
2026
Q1 		$321M Sell
1,374,460
-123,605
-8% -$30.1M 10.06% 4
2025
Q4 		$334M Sell
1,498,065
-20,092
-1% -$4.8M 8.22% 5
2025
Q3 		$341M Sell
1,518,157
-43,019
-3% -$9.74M 7.85% 6
2025
Q2 		$340M Hold
1,561,176
– – 8.2% 3
2025
Q1 		$250M Buy
1,561,176
+70,480
+5% +$12.2M 7.6% 4
2024
Q4 		$259M Buy
1,490,696
+162,651
+12% +$32.3M 6.94% 5
2024
Q3 		$264M Sell
1,328,045
-69,962
-5% -$14.2M 7.38% 4
2024
Q2 		$271M Buy
1,398,007
+75,386
+6% +$15.8M 7.58% 5
2024
Q1 		$289M Sell
1,322,621
-34,118
-3% -$6.8M 7.79% 4
2023
Q4 		$262M Sell
1,356,739
-41,774
-3% -$7.05M 7.52% 4
2023
Q3 		$230M Hold
1,398,513
– – 7.39% 2
2023
Q2 		$220M Buy
1,398,513
+44,515
+3% +$6.34M 7.21% 2
2023
Q1 		$181M Buy
1,353,998
+48,568
+4% +$6.75M 6.54% 6
2022
Q4 		$166M Buy
+1,305,430
New +$152M 7.07% 6

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Foxhaven Asset Management's FERG Position: Q2 2026 in Review

Foxhaven Asset Management increased its Ferguson (FERG) stake by 7.6% in Q2 2026, buying an estimated $25.4M and bringing the position to 1,479,590 shares worth $351M. The position accounts for 9.41% of the portfolio, ranked #4.

Foxhaven Asset Management first reported a position in FERG in Q4 2022 and has held it in 15 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Foxhaven Asset Management held 1,479,590 shares of Ferguson worth $351M as of Q2 2026.
  • Foxhaven Asset Management bought 105,130 Ferguson shares in Q2 2026, an estimated $25.4M.
  • Ferguson made up 9.41% of Foxhaven Asset Management's portfolio in Q2 2026, its #4 holding.
  • Foxhaven Asset Management first reported a position in Ferguson in Q4 2022 and has held it in 15 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Foxhaven Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.