HCA
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Hyperion Capital Advisors’s Ferguson FERG Stock Holding History

Hyperion Capital Advisors’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
Q1 		$280K Hold
1,200
– – 0.13% 56
2025
Q4 		$267K Hold
1,200
– – 0.13% 54
2025
Q3 		$269K Hold
1,200
– – 0.14% 53
2025
Q2 		$261K Sell
1,200
-1,250
-51% -$230K 0.16% 50
2025
Q1 		$393K Buy
2,450
+1,200
+96% +$208K 0.21% 40
2024
Q4 		$217K Hold
1,250
– – 0.11% 84
2024
Q3 		$248K Buy
+1,250
New +$253K 0.12% 91

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Hyperion Capital Advisors's FERG Position: Q1 2026 in Review

Hyperion Capital Advisors held its Ferguson (FERG) position steady in Q1 2026 at 1,200 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #56.

Hyperion Capital Advisors first reported a position in FERG in Q3 2024 and has held it in 7 quarters since. The position peaked at $393K in Q1 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Hyperion Capital Advisors held 1,200 shares of Ferguson worth $280K as of Q1 2026.
  • Hyperion Capital Advisors left its Ferguson share count unchanged in Q1 2026.
  • Ferguson made up 0.13% of Hyperion Capital Advisors's portfolio in Q1 2026, its #56 holding.
  • Hyperion Capital Advisors first reported a position in Ferguson in Q3 2024 and has held it in 7 quarters since.
  • Hyperion Capital Advisors's Ferguson position peaked at $393K in Q1 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.