LGT Group Foundation’s Ferguson FERG Stock Holding History

LGT Group Foundation’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	$2.74M	Sell	11,532 -2,461	-18%	-$594K	0.03%	149
2026 Q1	$3.26M	Sell	13,993 -2,971	-18%	-$723K	0.04%	138
2025 Q4	$3.83M	Sell	16,964 -139	-0.8%	-$33.2K	0.04%	143
2025 Q3	$3.86M	Sell	17,103 -491	-3%	-$111K	0.04%	148
2025 Q2	$3.83M	Sell	17,594 -1,575	-8%	-$290K	0.05%	144
2025 Q1	$3.07M	Sell	19,169 -665	-3%	-$115K	0.04%	154
2024 Q4	$3.44M	Sell	19,834 -4	-0%	-$794	0.05%	149
2024 Q3	$3.89M	Buy	19,838 +18,434	+1,313%	+$3.73M	0.06%	154
2024 Q2	$272K	Buy	1,404 +274	+24%	+$57.5K	﹤0.01%	246
2024 Q1	$247K	Hold	1,130	–	–	0.01%	226
2023 Q4	$218K	Buy	+1,130	New	+$191K	﹤0.01%	240

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LGT Group Foundation's FERG Position: Q2 2026 in Review

LGT Group Foundation reduced its Ferguson (FERG) stake by 18% in Q2 2026, selling an estimated $594K and leaving 11,532 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #149.

LGT Group Foundation first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.89M in Q3 2024. 514 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

LGT Group Foundation held 11,532 shares of Ferguson worth $2.74M as of Q2 2026.
LGT Group Foundation sold 2,461 Ferguson shares in Q2 2026, an estimated $594K.
Ferguson made up 0.03% of LGT Group Foundation's portfolio in Q2 2026, its #149 holding.
LGT Group Foundation first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
LGT Group Foundation's Ferguson position peaked at $3.89M in Q3 2024.
514 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.