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
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

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VPM
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VCM
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Wellington Management Group
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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