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MassMutual Private Wealth & Trust’s Ferguson FERG Stock Holding History

MassMutual Private Wealth & Trust’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 		$56.5K Sell
238
-54
-18% -$13K ﹤0.01% 733
2026
Q1 		$68.1K Buy
292
+1
+0.3% +$243 ﹤0.01% 666
2025
Q4 		$64.8K Sell
291
-1
-0.3% -$239 ﹤0.01% 705
2025
Q3 		$65.6K Buy
292
+52
+22% +$11.8K ﹤0.01% 713
2025
Q2 		$52.3K Sell
240
-51
-18% -$9.39K ﹤0.01% 765
2025
Q1 		$46.6K Buy
291
+210
+259% +$36.4K ﹤0.01% 754
2024
Q4 		$14.1K Buy
81
+46
+131% +$9.14K ﹤0.01% 1131
2024
Q3 		$6.95K Hold
35
– – ﹤0.01% 1256
2024
Q2 		$6.78K Sell
35
-8
-19% -$1.68K ﹤0.01% 1215
2024
Q1 		$9.39K Buy
43
+10
+30% +$1.99K ﹤0.01% 1060
2023
Q4 		$6.37K Sell
33
-17
-34% -$2.87K ﹤0.01% 1171
2023
Q3 		$8.22K Buy
50
+26
+108% +$4.11K ﹤0.01% 1082
2023
Q2 		$3.77K Sell
24
-3
-11% -$427 ﹤0.01% 1292
2023
Q1 		$3.61K Buy
27
+1
+4% +$139 ﹤0.01% 1235
2022
Q4 		$3K Sell
26
-103
-80% -$12K ﹤0.01% 1141
2022
Q3 		$13K Buy
129
+33
+34% +$3.85K ﹤0.01% 678
2022
Q2 		$11K Buy
96
+10
+12% +$1.21K ﹤0.01% 696
2022
Q1 		$12K Hold
86
– – ﹤0.01% 704
2021
Q4 		$15K Hold
86
– – ﹤0.01% 648
2021
Q3 		$12K Hold
86
– – ﹤0.01% 677
2021
Q2 		$12K Buy
86
+20
+30% +$2.66K ﹤0.01% 650
2021
Q1 		$8K Buy
+66
New +$8.05K ﹤0.01% 632

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

MassMutual Private Wealth & Trust's FERG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Ferguson (FERG) stake by 18% in Q2 2026, selling an estimated $13K and leaving 238 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

MassMutual Private Wealth & Trust first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. The position peaked at $68.1K in Q1 2026. 347 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 238 shares of Ferguson worth $56.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 54 Ferguson shares in Q2 2026, an estimated $13K.
  • Ferguson made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #733 holding.
  • MassMutual Private Wealth & Trust first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • MassMutual Private Wealth & Trust's Ferguson position peaked at $68.1K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.