Naples Global Advisors
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Naples Global Advisors’s Ferguson FERG Stock Holding History

Naples Global Advisors’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
Q3 		– Sell
-849
Closed -$202K – 466
2026
Q2 		$202K Buy
+849
New +$205K 0.01% 461
2024
Q2 		– Sell
-956
Closed -$210K – 402
2024
Q1 		$210K Buy
+956
New +$190K 0.02% 391

Other funds holding FERG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Naples Global Advisors's FERG Position: Q3 2026 in Review

Naples Global Advisors sold out of Ferguson (FERG) in Q3 2026, closing a stake of 849 shares — an estimated $202K sold.

Naples Global Advisors first reported a position in FERG in Q1 2024 and held it in 2 quarters. The position peaked at $210K in Q1 2024. 481 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Naples Global Advisors reported no remaining Ferguson position as of Q3 2026 after selling out during the quarter.
  • Naples Global Advisors sold 849 Ferguson shares in Q3 2026, an estimated $202K.
  • Naples Global Advisors first reported a position in Ferguson in Q1 2024 and held it in 2 quarters.
  • Naples Global Advisors's Ferguson position peaked at $210K in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Naples Global Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.