Mather Group’s Ferguson FERG Stock Holding History

Mather Group’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	$675K	Hold	2,894	–	–	0.01%	422
2025 Q4	$644K	Buy	2,894 +9	+0.3%	+$2.15K	0.01%	360
2025 Q3	$648K	Hold	2,885	–	–	0.01%	355
2025 Q2	$628K	Sell	2,885 -283	-9%	-$52.1K	0.01%	346
2025 Q1	$508K	Buy	3,168 +102	+3%	+$17.7K	0.01%	375
2024 Q4	$532K	Buy	3,066 +8	+0.3%	+$1.59K	0.01%	348
2024 Q3	$607K	Sell	3,058 -3	-0.1%	-$608	0.01%	326
2024 Q2	$669K	Hold	3,061	–	–	0.01%	351
2024 Q1	$591K	Buy	3,061 +1	+0%	+$199	0.01%	303
2023 Q4	$591K	Buy	3,060 +10	+0.3%	+$1.69K	0.01%	311
2023 Q3	$502K	Hold	3,050	–	–	0.01%	326
2023 Q2	$480K	Buy	3,050 +390	+15%	+$55.5K	0.01%	356
2023 Q1	$356K	Hold	2,660	–	–	0.01%	368
2022 Q4	$338K	Hold	2,660	–	–	0.01%	370
2022 Q3	$274K	Buy	+2,660	New	+$310K	0.01%	386
2022 Q2	–	Sell	-2,660	Closed	-$357K	–	417
2022 Q1	$357K	Hold	2,660	–	–	0.01%	319
2021 Q4	$477K	Buy	+2,660	New	+$417K	0.01%	231

Other funds holding FERG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mather Group's FERG Position: Q1 2026 in Review

Mather Group held its Ferguson (FERG) position steady in Q1 2026 at 2,894 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #422.

Mather Group first reported a position in FERG in Q4 2021 and has held it in 17 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Mather Group held 2,894 shares of Ferguson worth $675K as of Q1 2026.
Mather Group left its Ferguson share count unchanged in Q1 2026.
Ferguson made up 0.01% of Mather Group's portfolio in Q1 2026, its #422 holding.
Mather Group first reported a position in Ferguson in Q4 2021 and has held it in 17 quarters since.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.