Manchester Global Management’s Ferguson FERG Stock Holding History

Manchester Global 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	$54M	Sell	227,616 -20,000	-8%	-$4.83M	5.96%	6
2026 Q1	$57.8M	Sell	247,616 -28,000	-10%	-$6.81M	7.71%	4
2025 Q4	$61.4M	Buy	275,616 +65,467	+31%	+$15.6M	8.27%	2
2025 Q3	$47.2M	Buy	210,149 +85,033	+68%	+$19.3M	6.21%	5
2025 Q2	$27.2M	Buy	125,116 +64,500	+106%	+$11.9M	3.93%	10
2025 Q1	$9.71M	Buy	60,616 +48,011	+381%	+$8.32M	1.45%	18
2024 Q4	$2.19M	Buy	+12,605	New	+$2.5M	0.29%	26

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

Manchester Global Management's FERG Position: Q2 2026 in Review

Manchester Global Management reduced its Ferguson (FERG) stake by 8.1% in Q2 2026, selling an estimated $4.83M and leaving 227,616 shares worth $54M. The position accounts for 5.96% of the portfolio, ranked #6.

Manchester Global Management first reported a position in FERG in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.4M in Q4 2025. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Manchester Global Management held 227,616 shares of Ferguson worth $54M as of Q2 2026.
Manchester Global Management sold 20,000 Ferguson shares in Q2 2026, an estimated $4.83M.
Ferguson made up 5.96% of Manchester Global Management's portfolio in Q2 2026, its #6 holding.
Manchester Global Management first reported a position in Ferguson in Q4 2024 and has held it in 7 quarters since.
Manchester Global Management's Ferguson position peaked at $61.4M in Q4 2025.
947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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