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FERG icon

IEQ Capital’s Ferguson FERG Stock Holding History

IEQ 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
2026
Q2 		$751K Sell
3,165
-19,350
-86% -$4.67M ﹤0.01% 1233
2026
Q1 		$5.25M Sell
22,515
-22,749
-50% -$5.54M 0.02% 496
2025
Q4 		$10.1M Sell
45,264
-18,037
-28% -$4.31M 0.03% 345
2025
Q3 		$14.2M Buy
63,301
+38,942
+160% +$8.82M 0.04% 250
2025
Q2 		$5.3M Buy
24,359
+5,175
+27% +$953K 0.03% 405
2025
Q1 		$3.07M Buy
19,184
+12,593
+191% +$2.18M 0.02% 475
2024
Q4 		$1.14M Buy
6,591
+3,089
+88% +$613K 0.01% 628
2024
Q3 		$695K Buy
3,502
+2,304
+192% +$467K 0.01% 651
2024
Q2 		$232K Buy
1,198
+104
+10% +$21.8K ﹤0.01% 873
2024
Q1 		$239K Buy
+1,094
New +$218K ﹤0.01% 833

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IEQ Capital's FERG Position: Q2 2026 in Review

IEQ Capital reduced its Ferguson (FERG) stake by 86% in Q2 2026, selling an estimated $4.67M and leaving 3,165 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

IEQ Capital first reported a position in FERG in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.2M in Q3 2025. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • IEQ Capital held 3,165 shares of Ferguson worth $751K as of Q2 2026.
  • IEQ Capital sold 19,350 Ferguson shares in Q2 2026, an estimated $4.67M.
  • Ferguson made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1233 holding.
  • IEQ Capital first reported a position in Ferguson in Q1 2024 and has held it in 10 quarters since.
  • IEQ Capital's Ferguson position peaked at $14.2M in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.