Jacobs Levy Equity Management
FERG icon

Jacobs Levy Equity Management’s Ferguson FERG Stock Holding History

Jacobs Levy Equity Management’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 		– Sell
-20,374
Closed -$4.54M – 998
2025
Q4 		$4.54M Hold
20,374
– – 0.02% 429
2025
Q3 		$4.58M Buy
+20,374
New +$4.61M 0.02% 433
2024
Q2 		– Sell
-15,880
Closed -$3.47M – 989
2024
Q1 		$3.47M Buy
+15,880
New +$3.16M 0.02% 493

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

Jacobs Levy Equity Management's FERG Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Ferguson (FERG) in Q1 2026, closing a stake of 20,374 shares — an estimated $4.54M sold.

Jacobs Levy Equity Management first reported a position in FERG in Q1 2024 and held it in 3 quarters. The position peaked at $4.58M in Q3 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 20,374 Ferguson shares in Q1 2026, an estimated $4.54M.
  • Jacobs Levy Equity Management first reported a position in Ferguson in Q1 2024 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Ferguson position peaked at $4.58M in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.