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Monument Capital Management’s Ferguson FERG Stock Holding History

Monument 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 		$2.41M Sell
10,138
-81
-0.8% -$19.5K 0.48% 75
2026
Q1 		$2.38M Buy
+10,219
New +$2.49M 0.6% 66

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Monument Capital Management reduced its Ferguson (FERG) stake by 0.79% in Q2 2026, selling an estimated $19.5K and leaving 10,138 shares worth $2.41M. The position accounts for 0.48% of the portfolio, ranked #75.

Monument Capital Management first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Monument Capital Management held 10,138 shares of Ferguson worth $2.41M as of Q2 2026.
  • Monument Capital Management sold 81 Ferguson shares in Q2 2026, an estimated $19.5K.
  • Ferguson made up 0.48% of Monument Capital Management's portfolio in Q2 2026, its #75 holding.
  • Monument Capital Management first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.