Kovitz Investment Group Partners
FERG icon

Kovitz Investment Group Partners’s Ferguson FERG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-1,593
Closed -$359K – 747
2025
Q3 		$359K Buy
1,593
+235
+17% +$53.2K ﹤0.01% 1135
2025
Q2 		$296K Buy
+1,358
New +$250K ﹤0.01% 1145

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Bank of New York Mellon
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Janus Henderson Group
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State Street
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WCM Investment Management
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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Kovitz Investment Group Partners's FERG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Ferguson (FERG) in Q4 2025, closing a stake of 1,593 shares — an estimated $359K sold.

Kovitz Investment Group Partners first reported a position in FERG in Q2 2025 and held it in 2 quarters. The position peaked at $359K in Q3 2025. 908 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,593 Ferguson shares in Q4 2025, an estimated $359K.
  • Kovitz Investment Group Partners first reported a position in Ferguson in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Ferguson position peaked at $359K in Q3 2025.
  • 908 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.