JAM
FERG icon

Jupiter Asset Management’s Ferguson FERG Stock Holding History

Jupiter Asset 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
Q2 		$16.4M Buy
69,240
+9,129
+15% +$2.2M 0.08% 253
2026
Q1 		$13.9M Buy
60,111
+1,612
+3% +$392K 0.07% 251
2025
Q4 		$13M Buy
58,499
+866
+2% +$207K 0.1% 197
2025
Q3 		$12.9M Buy
57,633
+22,186
+63% +$5.02M 0.11% 199
2025
Q2 		$7.73M Sell
35,447
-13,118
-27% -$2.41M 0.06% 242
2025
Q1 		$7.65M Sell
48,565
-11,226
-19% -$1.95M 0.07% 240
2024
Q4 		$10.4M Buy
59,791
+12,721
+27% +$2.53M 0.1% 223
2024
Q3 		$9.28M Sell
47,070
-4,468
-9% -$905K 0.08% 234
2024
Q2 		$9.93M Sell
51,538
-14,712
-22% -$3.09M 0.09% 208
2024
Q1 		$14.5M Buy
66,250
+5,957
+10% +$1.19M 0.14% 186
2023
Q4 		$11.6M Buy
60,293
+4,260
+8% +$719K 0.11% 199
2023
Q3 		$9.28M Sell
56,033
-86,261
-61% -$13.6M 0.1% 207
2023
Q2 		$22.4M Buy
142,294
+55,473
+64% +$7.9M 0.24% 125
2023
Q1 		$11.4M Sell
86,821
-11,434
-12% -$1.59M 0.16% 167
2022
Q4 		$12.3M Sell
98,255
-27,196
-22% -$3.17M 0.18% 162
2022
Q3 		$13.2M Sell
125,451
-22,659
-15% -$2.64M 0.2% 139
2022
Q2 		$16.5M Sell
148,110
-167,452
-53% -$20.3M 0.23% 119
2022
Q1 		$43.1M Sell
315,562
-27,010
-8% -$4.17M 0.51% 55
2021
Q4 		$60.8M Buy
342,572
+25,815
+8% +$4.05M 0.67% 32
2021
Q3 		$44.1M Sell
316,757
-43,788
-12% -$6.23M 0.5% 53
2021
Q2 		$50M Buy
360,545
+22,611
+7% +$3M 0.52% 51
2021
Q1 		$40.4M Buy
+337,934
New +$41.2M 0.4% 67

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

Jupiter Asset Management's FERG Position: Q2 2026 in Review

Jupiter Asset Management increased its Ferguson (FERG) stake by 15% in Q2 2026, buying an estimated $2.2M and bringing the position to 69,240 shares worth $16.4M. The position accounts for 0.08% of the portfolio, ranked #253.

Jupiter Asset Management first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. The position peaked at $60.8M in Q4 2021. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Jupiter Asset Management held 69,240 shares of Ferguson worth $16.4M as of Q2 2026.
  • Jupiter Asset Management bought 9,129 Ferguson shares in Q2 2026, an estimated $2.2M.
  • Ferguson made up 0.08% of Jupiter Asset Management's portfolio in Q2 2026, its #253 holding.
  • Jupiter Asset Management first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • Jupiter Asset Management's Ferguson position peaked at $60.8M in Q4 2021.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.