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New York Life Investment Management’s Ferguson FERG Stock Holding History

New York Life Investment 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 		$508K Sell
2,141
-68
-3% -$16.4K ﹤0.01% 750
2026
Q1 		$515K Buy
2,209
+447
+25% +$109K ﹤0.01% 752
2025
Q4 		$392K Sell
1,762
-506
-22% -$121K ﹤0.01% 747
2025
Q3 		$509K Sell
2,268
-698
-24% -$158K ﹤0.01% 770
2025
Q2 		$646K Sell
2,966
-97
-3% -$17.9K 0.01% 729
2025
Q1 		$491K Sell
3,063
-321
-9% -$55.6K 0.01% 780
2024
Q4 		$587K Buy
+3,384
New +$672K 0.01% 767
2024
Q3 		– Sell
-3,578
Closed -$693K – 855
2024
Q2 		$693K Buy
3,578
+146
+4% +$30.6K 0.01% 761
2024
Q1 		$750K Sell
3,432
-8
-0.2% -$1.59K 0.01% 741
2023
Q4 		$664K Buy
+3,440
New +$580K 0.01% 748

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New York Life Investment Management's FERG Position: Q2 2026 in Review

New York Life Investment Management reduced its Ferguson (FERG) stake by 3.1% in Q2 2026, selling an estimated $16.4K and leaving 2,141 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

New York Life Investment Management first reported a position in FERG in Q4 2023 and has held it in 10 quarters since. The position peaked at $750K in Q1 2024. 636 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • New York Life Investment Management held 2,141 shares of Ferguson worth $508K as of Q2 2026.
  • New York Life Investment Management sold 68 Ferguson shares in Q2 2026, an estimated $16.4K.
  • Ferguson made up ﹤0.01% of New York Life Investment Management's portfolio in Q2 2026, its #750 holding.
  • New York Life Investment Management first reported a position in Ferguson in Q4 2023 and has held it in 10 quarters since.
  • New York Life Investment Management's Ferguson position peaked at $750K in Q1 2024.
  • 636 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.