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Laird Norton Wetherby Wealth Management’s Ferguson FERG Stock Holding History

Laird Norton Wetherby Wealth 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
2025
Q3 		$712K Buy
3,169
+157
+5% +$35.5K 0.03% 466
2025
Q2 		$656K Buy
+3,012
New +$554K 0.03% 485
2024
Q4 		$512K Sell
2,952
-263
-8% -$52.2K 0.02% 520
2024
Q3 		$638K Buy
3,215
+11
+0.3% +$2.23K 0.03% 484
2024
Q2 		$620K Buy
3,204
+92
+3% +$19.3K 0.03% 481
2024
Q1 		$680K Sell
3,112
-79
-2% -$15.7K 0.03% 465
2023
Q4 		$616K Buy
3,191
+5
+0.2% +$843 0.03% 473
2023
Q3 		$524K Sell
3,186
-25
-0.8% -$3.95K 0.03% 511
2023
Q2 		$505K Sell
3,211
-341
-10% -$48.6K 0.03% 533
2023
Q1 		$475K Sell
3,552
-1,965
-36% -$273K 0.03% 552
2022
Q4 		$700K Sell
5,517
-1,516
-22% -$177K 0.05% 409
2022
Q3 		$724K Buy
7,033
+746
+12% +$87K 0.05% 364
2022
Q2 		$696K Buy
6,287
+232
+4% +$28.1K 0.05% 386
2022
Q1 		$812K Sell
6,055
-124
-2% -$19.1K 0.05% 364
2021
Q4 		$1.11M Buy
6,179
+3
+0% +$470 0.06% 296
2021
Q3 		$862K Buy
6,176
+130
+2% +$18.5K 0.05% 338
2021
Q2 		$844K Sell
6,046
-38
-0.6% -$5.05K 0.05% 349
2021
Q1 		$731K Buy
+6,084
New +$742K 0.06% 338

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FERG Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Ferguson (FERG) stake by 5.2% in Q3 2025, buying an estimated $35.5K and bringing the position to 3,169 shares worth $712K. The position accounts for 0.03% of the portfolio, ranked #466.

Laird Norton Wetherby Wealth Management first reported a position in FERG in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q4 2021. 886 funds tracked by Wall St. Rank hold FERG as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 3,169 shares of Ferguson worth $712K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 157 Ferguson shares in Q3 2025, an estimated $35.5K.
  • Ferguson made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #466 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Ferguson in Q1 2021 and has held it in 18 quarters since.
  • Laird Norton Wetherby Wealth Management's Ferguson position peaked at $1.11M in Q4 2021.
  • 886 funds tracked by Wall St. Rank held Ferguson as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.