Francois Rochon’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.87M Buy
37,380
+652
+2% +$157K 0.3% 41
2026
Q1
$8.57M Buy
36,728
+354
+1% +$86.1K 0.31% 34
2025
Q4
$8.1M Buy
36,374
+871
+2% +$208K 0.27% 33
2025
Q3
$7.97M Sell
35,503
-176
-0.5% -$39.9K 0.27% 34
2025
Q2
$7.77M Buy
35,679
+1,293
+4% +$238K 0.27% 36
2025
Q1
$5.51M Buy
34,386
+678
+2% +$118K 0.2% 37
2024
Q4
$5.85M Buy
+33,708
New +$6.69M 0.21% 36
2024
Q3
Sell
-29,765
Closed -$5.76M 54
2024
Q2
$5.76M Buy
29,765
+855
+3% +$179K 0.24% 36
2024
Q1
$6.31M Buy
28,910
+1,942
+7% +$387K 0.26% 37
2023
Q4
$5.21M Buy
26,968
+783
+3% +$132K 0.24% 37
2023
Q3
$4.31M Buy
+26,185
New +$4.13M 0.23% 35

Other funds holding FERG

Francois Rochon's FERG Position: Q2 2026 in Review

Francois Rochon increased its Ferguson (FERG) stake by 1.8% in Q2 2026, buying an estimated $157K and bringing the position to 37,380 shares worth $8.87M. The position accounts for 0.3% of the portfolio, ranked #41.

Francois Rochon first reported a position in FERG in Q3 2023 and has held it in 11 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Francois Rochon held 37,380 shares of Ferguson worth $8.87M as of Q2 2026.
  • Francois Rochon bought 652 Ferguson shares in Q2 2026, an estimated $157K.
  • Ferguson made up 0.3% of Francois Rochon's portfolio in Q2 2026, its #41 holding.
  • Francois Rochon first reported a position in Ferguson in Q3 2023 and has held it in 11 quarters since.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.