Ground Swell Capital’s Ferguson FERG Stock Holding History

Ground Swell 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
2025 Q2	–	Sell	-1,865	Closed	-$299K	–	183
2025 Q1	$299K	Buy	+1,865	New	+$323K	0.64%	55

Other funds holding FERG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Ground Swell Capital's FERG Position: Q2 2025 in Review

Ground Swell Capital sold out of Ferguson (FERG) in Q2 2025, closing a stake of 1,865 shares — an estimated $299K sold.

Ground Swell Capital first reported a position in FERG in Q1 2025 and held it in 1 quarter. The position peaked at $299K in Q1 2025. 785 funds tracked by Wall St. Rank hold FERG as of Q2 2025.

Ground Swell Capital reported no remaining Ferguson position as of Q2 2025 after selling out during the quarter.
Ground Swell Capital sold 1,865 Ferguson shares in Q2 2025, an estimated $299K.
Ground Swell Capital first reported a position in Ferguson in Q1 2025 and held it in 1 quarter.
Ground Swell Capital's Ferguson position peaked at $299K in Q1 2025.
785 funds tracked by Wall St. Rank held Ferguson as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.