MAI Capital Management’s Ferguson FERG Stock Holding History

MAI 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 Q2	$307K	Buy	1,291 +793	+159%	+$191K	﹤0.01%	1572
2026 Q1	$116K	Buy	498 +358	+256%	+$87.1K	﹤0.01%	1758
2025 Q4	$31.3K	Buy	140 +23	+20%	+$5.5K	﹤0.01%	2276
2025 Q3	$26.3K	Sell	117 -208	-64%	-$47.1K	﹤0.01%	2277
2025 Q2	$70.7K	Buy	325 +204	+169%	+$37.6K	﹤0.01%	1659
2025 Q1	$19.3K	Buy	121 +112	+1,244%	+$19.4K	﹤0.01%	2196
2024 Q4	$1.56K	Buy	+9	New	+$1.79K	﹤0.01%	3082
2022 Q3	–	Sell	-3,670	Closed	-$410K	–	978
2022 Q2	$410K	Sell	3,670 -10	-0.3%	-$1.21K	0.01%	598
2022 Q1	$503K	Buy	+3,680	New	+$568K	0.01%	557

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MAI Capital Management's FERG Position: Q2 2026 in Review

MAI Capital Management increased its Ferguson (FERG) stake by 159% in Q2 2026, buying an estimated $191K and bringing the position to 1,291 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

MAI Capital Management first reported a position in FERG in Q1 2022 and has held it in 9 quarters since. The position peaked at $503K in Q1 2022. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

MAI Capital Management held 1,291 shares of Ferguson worth $307K as of Q2 2026.
MAI Capital Management bought 793 Ferguson shares in Q2 2026, an estimated $191K.
Ferguson made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1572 holding.
MAI Capital Management first reported a position in Ferguson in Q1 2022 and has held it in 9 quarters since.
MAI Capital Management's Ferguson position peaked at $503K in Q1 2022.
945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.