Hexagon Capital Partners’s Ferguson FERG Stock Holding History

Hexagon Capital Partners’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	-368	Closed	-$59K	–	631
2025 Q1	$59K	Sell	368 -38	-9%	-$6.59K	0.01%	430
2024 Q4	$70.5K	Sell	406 -83	-17%	-$16.5K	0.01%	402
2024 Q3	$97.1K	Sell	489 -57	-10%	-$11.5K	0.02%	315
2024 Q2	$106K	Buy	546 +10	+2%	+$2.1K	0.02%	292
2024 Q1	$117K	Buy	536 +16	+3%	+$3.19K	0.03%	275
2023 Q4	$100K	Buy	520 +108	+26%	+$18.2K	0.02%	292
2023 Q3	$67.8K	Sell	412 -46	-10%	-$7.26K	0.02%	310
2023 Q2	$72K	Buy	458 +54	+13%	+$7.69K	0.02%	298
2023 Q1	$54K	Sell	404 -20	-5%	-$2.78K	0.02%	336
2022 Q4	$53.8K	Sell	424 -45	-10%	-$5.24K	0.02%	341
2022 Q3	$48K	Buy	469 +70	+18%	+$8.17K	0.01%	399
2022 Q2	$44K	Buy	399 +48	+14%	+$5.81K	0.01%	393
2022 Q1	$47K	Hold	351	–	–	0.01%	381
2021 Q4	$63K	Sell	351 -28	-7%	-$4.39K	0.02%	332
2021 Q3	$53K	Hold	379	–	–	0.02%	338
2021 Q2	$53K	Hold	379	–	–	0.01%	318
2021 Q1	$45K	Buy	+379	New	+$46.2K	0.01%	322

Other funds holding FERG

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

BlackRock New York $5.7T AUM 30.48% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

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

T. Rowe Price Investment Management

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return