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Global Endowment Management’s Ferguson FERG Stock Holding History

Global Endowment 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
2025
Q4 		– Sell
-2,027
Closed -$455K – 140
2025
Q3 		$455K Sell
2,027
-306
-13% -$69.3K 0.06% 92
2025
Q2 		$508K Sell
2,333
-730
-24% -$134K 0.07% 71
2025
Q1 		$491K Buy
+3,063
New +$531K 0.06% 80

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Endowment Management's FERG Position: Q4 2025 in Review

Global Endowment Management sold out of Ferguson (FERG) in Q4 2025, closing a stake of 2,027 shares — an estimated $455K sold.

Global Endowment Management first reported a position in FERG in Q1 2025 and held it in 3 quarters. The position peaked at $508K in Q2 2025. 906 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

  • Global Endowment Management reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
  • Global Endowment Management sold 2,027 Ferguson shares in Q4 2025, an estimated $455K.
  • Global Endowment Management first reported a position in Ferguson in Q1 2025 and held it in 3 quarters.
  • Global Endowment Management's Ferguson position peaked at $508K in Q2 2025.
  • 906 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Global Endowment Management's 13F filing for Q4 2025, filed 13 Feb 2026.