KCM
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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
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
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

Kennedy Capital Management's FERG Position: Q1 2026 in Review

Kennedy Capital Management reduced its Ferguson (FERG) stake by 0.53% in Q1 2026, selling an estimated $1.22K and leaving 947 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Kennedy Capital Management first reported a position in FERG in Q1 2024 and has held it in 5 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Kennedy Capital Management held 947 shares of Ferguson worth $221K as of Q1 2026.
  • Kennedy Capital Management sold 5 Ferguson shares in Q1 2026, an estimated $1.22K.
  • Ferguson made up ﹤0.01% of Kennedy Capital Management's portfolio in Q1 2026, its #530 holding.
  • Kennedy Capital Management first reported a position in Ferguson in Q1 2024 and has held it in 5 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.