Jim Simons’s Ferguson FERG Stock Holding History

Jim Simons’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	$1.74M	Sell	7,457 -205,843	-97%	-$50.1M	﹤0.01%	1972
2025 Q4	$47.5M	Sell	213,300 -135,300	-39%	-$32.3M	0.07%	312
2025 Q3	$78.3M	Buy	348,600 +195,100	+127%	+$44.2M	0.1%	220
2025 Q2	$33.4M	Buy	153,500 +59,900	+64%	+$11M	0.04%	494
2025 Q1	$15M	Sell	93,600 -295,000	-76%	-$51.1M	0.02%	799
2024 Q4	$67.4M	Sell	388,600 -332,100	-46%	-$66M	0.1%	236
2024 Q3	$143M	Buy	720,700 +466,400	+183%	+$94.5M	0.22%	94
2024 Q2	$49.2M	Sell	254,300 -3,300	-1%	-$692K	0.08%	299
2024 Q1	$56.3M	Sell	257,600 -206,000	-44%	-$41M	0.09%	280
2023 Q4	$89.5M	Buy	463,600 +29,700	+7%	+$5.01M	0.14%	152
2023 Q3	$71.4M	Buy	433,900 +162,900	+60%	+$25.7M	0.12%	176
2023 Q2	$42.6M	Buy	271,000 +51,000	+23%	+$7.26M	0.06%	360
2023 Q1	$29.4M	Buy	+220,000	New	+$30.6M	0.04%	540

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 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 Boston, Massachusetts $535B AUM 26.23% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jim Simons's FERG Position: Q1 2026 in Review

Jim Simons reduced its Ferguson (FERG) stake by 97% in Q1 2026, selling an estimated $50.1M and leaving 7,457 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Jim Simons first reported a position in FERG in Q1 2023 and has held it in 13 quarters since. The position peaked at $143M in Q3 2024. 930 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Jim Simons held 7,457 shares of Ferguson worth $1.74M as of Q1 2026.
Jim Simons sold 205,843 Ferguson shares in Q1 2026, an estimated $50.1M.
Ferguson made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1972 holding.
Jim Simons first reported a position in Ferguson in Q1 2023 and has held it in 13 quarters since.
Jim Simons's Ferguson position peaked at $143M in Q3 2024.
930 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.