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Nelson Peltz’s Ferguson FERG Stock Holding History

Nelson Peltz’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 		$258M Hold
1,086,357
– – 6.09% 4
2026
Q1 		$253M Hold
1,086,357
– – 6.57% 4
2025
Q4 		$242M Hold
1,086,357
– – 6.07% 5
2025
Q3 		$244M Hold
1,086,357
– – 5.94% 6
2025
Q2 		$237M Buy
1,086,357
+77,592
+8% +$14.3M 6.24% 5
2025
Q1 		$162M Sell
1,008,765
-228,509
-18% -$39.6M 4.33% 6
2024
Q4 		$215M Sell
1,237,274
-33,536
-3% -$6.66M 5.53% 6
2024
Q3 		$252M Sell
1,270,810
-683,053
-35% -$138M 6.49% 6
2024
Q2 		$378M Sell
1,953,863
-539,824
-22% -$113M 9.23% 5
2024
Q1 		$545M Sell
2,493,687
-1,696,565
-40% -$338M 6.79% 6
2023
Q4 		$809M Sell
4,190,252
-1,224,966
-23% -$207M 11.55% 3
2023
Q3 		$891M Sell
5,415,218
-79,482
-1% -$12.6M 13.55% 2
2023
Q2 		$864M Sell
5,494,700
-369,300
-6% -$52.6M 22.27% 2
2023
Q1 		$784M Sell
5,864,000
-5,354,181
-48% -$744M 20.91% 2
2022
Q4 		$1.42B Hold
11,218,181
– – 29.23% 1
2022
Q3 		$1.15B Sell
11,218,181
-1,608,430
-13% -$188M 30.4% 1
2022
Q2 		$1.42B Buy
12,826,611
+1,423,880
+12% +$172M 31.21% 1
2022
Q1 		$1.56B Buy
11,402,731
+10,750
+0.1% +$1.66M 26.09% 1
2021
Q4 		$2.02B Sell
11,391,981
-1,336,950
-11% -$209M 27.11% 1
2021
Q3 		$1.77B Sell
12,728,931
-388,442
-3% -$55.3M 22.05% 1
2021
Q2 		$1.82B Sell
13,117,373
-94,866
-0.7% -$12.6M 21.29% 1
2021
Q1 		$1.58B Buy
+13,212,239
New +$1.61B 18.68% 2

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nelson Peltz's FERG Position: Q2 2026 in Review

Nelson Peltz held its Ferguson (FERG) position steady in Q2 2026 at 1,086,357 shares worth $258M. The position accounts for 6.09% of the portfolio, ranked #4.

Nelson Peltz first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.02B in Q4 2021. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Nelson Peltz held 1,086,357 shares of Ferguson worth $258M as of Q2 2026.
  • Nelson Peltz left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 6.09% of Nelson Peltz's portfolio in Q2 2026, its #4 holding.
  • Nelson Peltz first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • Nelson Peltz's Ferguson position peaked at $2.02B in Q4 2021.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Trian Fund Management's 13F filing for Q2 2026, filed 12 Aug 2026.