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Longfellow Investment Management’s Ferguson FERG Stock Holding History

Longfellow Investment 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 		$496K Buy
+2,125
New +$517K 0.1% 113
2025
Q2 		– Sell
-2,465
Closed -$395K – 278
2025
Q1 		$395K Buy
+2,465
New +$427K 0.1% 118

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

Longfellow Investment Management's FERG Position: Q1 2026 in Review

Longfellow Investment Management opened a new position in Ferguson (FERG) in Q1 2026: 2,125 shares worth $496K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings. This is a return to the name: Longfellow Investment Management previously reported a position in FERG as recently as Q1 2025.

Longfellow Investment Management first reported a position in FERG in Q1 2025 and has held it in 2 quarters since. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Longfellow Investment Management held 2,125 shares of Ferguson worth $496K as of Q1 2026.
  • Ferguson was a new Longfellow Investment Management position in Q1 2026.
  • Ferguson made up 0.1% of Longfellow Investment Management's portfolio in Q1 2026, its #113 holding.
  • Longfellow Investment Management first reported a position in Ferguson in Q1 2025 and has held it in 2 quarters since.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.