Mawer Investment Management’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34.4M Sell
144,782
-527,249
-78% -$127M 0.23% 72
2026
Q1
$157M Sell
672,031
-174,890
-21% -$42.6M 1.01% 31
2025
Q4
$189M Sell
846,921
-64,456
-7% -$15.4M 1.06% 28
2025
Q3
$205M Sell
911,377
-16,946
-2% -$3.84M 1.06% 26
2025
Q2
$202M Sell
928,323
-68,360
-7% -$12.6M 1.03% 25
2025
Q1
$160M Sell
996,683
-74,892
-7% -$13M 0.77% 38
2024
Q4
$186M Buy
1,071,575
+1,028,440
+2,384% +$204M 0.84% 33
2024
Q3
$8.57M Buy
43,135
+1,485
+4% +$301K 0.04% 95
2024
Q2
$8.07M Buy
41,650
+11,535
+38% +$2.42M 0.04% 97
2024
Q1
$6.58M Buy
30,115
+13,679
+83% +$2.73M 0.03% 93
2023
Q4
$3.17M Buy
+16,436
New +$2.77M 0.02% 96

Other funds holding FERG

Mawer Investment Management's FERG Position: Q2 2026 in Review

Mawer Investment Management reduced its Ferguson (FERG) stake by 78% in Q2 2026, selling an estimated $127M and leaving 144,782 shares worth $34.4M. The position accounts for 0.23% of the portfolio, ranked #72.

Mawer Investment Management first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. The position peaked at $205M in Q3 2025. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Mawer Investment Management held 144,782 shares of Ferguson worth $34.4M as of Q2 2026.
  • Mawer Investment Management sold 527,249 Ferguson shares in Q2 2026, an estimated $127M.
  • Ferguson made up 0.23% of Mawer Investment Management's portfolio in Q2 2026, its #72 holding.
  • Mawer Investment Management first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • Mawer Investment Management's Ferguson position peaked at $205M in Q3 2025.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.