InceptionR’s Ferguson FERG Stock Holding History

InceptionR’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 Q3	–	Sell	-4,045	Closed	-$881K	–	769
2025 Q2	$881K	Buy	+4,045	New	+$745K	0.2%	178

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCP

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's FERG Position: Q3 2025 in Review

InceptionR sold out of Ferguson (FERG) in Q3 2025, closing a stake of 4,045 shares — an estimated $881K sold.

InceptionR first reported a position in FERG in Q2 2025 and held it in 1 quarter. The position peaked at $881K in Q2 2025. 884 funds tracked by Wall St. Rank hold FERG as of Q3 2025.

InceptionR reported no remaining Ferguson position as of Q3 2025 after selling out during the quarter.
InceptionR sold 4,045 Ferguson shares in Q3 2025, an estimated $881K.
InceptionR first reported a position in Ferguson in Q2 2025 and held it in 1 quarter.
InceptionR's Ferguson position peaked at $881K in Q2 2025.
884 funds tracked by Wall St. Rank held Ferguson as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.