Kennedy Capital Management’s Ferguson FERG Stock Holding History

Kennedy Capital 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	$212K	Sell	892 -55	-6%	-$13.3K	﹤0.01%	540
2026 Q1	$221K	Sell	947 -5	-0.5%	-$1.22K	﹤0.01%	530
2025 Q4	$212K	Hold	952	–	–	﹤0.01%	529
2025 Q3	$214K	Hold	952	–	–	﹤0.01%	555
2025 Q2	$207K	Buy	+952	New	+$175K	﹤0.01%	568
2024 Q2	–	Sell	-987	Closed	-$216K	–	717
2024 Q1	$216K	Buy	+987	New	+$197K	﹤0.01%	701

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kennedy Capital Management's FERG Position: Q2 2026 in Review

Kennedy Capital Management reduced its Ferguson (FERG) stake by 5.8% in Q2 2026, selling an estimated $13.3K and leaving 892 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Kennedy Capital Management first reported a position in FERG in Q1 2024 and has held it in 6 quarters since. The position peaked at $221K in Q1 2026. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Kennedy Capital Management held 892 shares of Ferguson worth $212K as of Q2 2026.
Kennedy Capital Management sold 55 Ferguson shares in Q2 2026, an estimated $13.3K.
Ferguson made up ﹤0.01% of Kennedy Capital Management's portfolio in Q2 2026, its #540 holding.
Kennedy Capital Management first reported a position in Ferguson in Q1 2024 and has held it in 6 quarters since.
Kennedy Capital Management's Ferguson position peaked at $221K in Q1 2026.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.