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Moody Lynn & Lieberson’s Ferguson FERG Stock Holding History

Moody Lynn & Lieberson’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 		$16.8M Buy
70,977
+4,379
+7% +$1.06M 0.89% 30
2026
Q1 		$15.5M Sell
66,598
-8,182
-11% -$1.99M 0.87% 35
2025
Q4 		$16.6M Buy
74,780
+17,570
+31% +$4.2M 0.88% 29
2025
Q3 		$12.8M Buy
57,210
+9,749
+21% +$2.21M 0.69% 36
2025
Q2 		$10.3M Buy
47,461
+2,087
+5% +$384K 0.6% 37
2025
Q1 		$7.27M Buy
45,374
+20,926
+86% +$3.63M 0.47% 44
2024
Q4 		$4.24M Sell
24,448
-37,472
-61% -$7.44M 0.26% 57
2024
Q3 		$12.3M Buy
61,920
+1,281
+2% +$260K 0.76% 34
2024
Q2 		$11.7M Buy
60,639
+10,175
+20% +$2.13M 0.77% 31
2024
Q1 		$11M Buy
+50,464
New +$10.1M 0.74% 37

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Moody Lynn & Lieberson's FERG Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Ferguson (FERG) stake by 6.6% in Q2 2026, buying an estimated $1.06M and bringing the position to 70,977 shares worth $16.8M. The position accounts for 0.89% of the portfolio, ranked #30.

Moody Lynn & Lieberson first reported a position in FERG in Q1 2024 and has held it in 10 quarters since. 207 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Moody Lynn & Lieberson held 70,977 shares of Ferguson worth $16.8M as of Q2 2026.
  • Moody Lynn & Lieberson bought 4,379 Ferguson shares in Q2 2026, an estimated $1.06M.
  • Ferguson made up 0.89% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #30 holding.
  • Moody Lynn & Lieberson first reported a position in Ferguson in Q1 2024 and has held it in 10 quarters since.
  • 207 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.