Parnassus Investments
FERG icon

Parnassus Investments’s Ferguson FERG Stock Holding History

Parnassus Investments’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
Q1 		$609M Buy
2,609,159
+43,705
+2% +$10.6M 1.78% 25
2025
Q4 		$571M Sell
2,565,454
-460,205
-15% -$110M 1.48% 28
2025
Q3 		$680M Sell
3,025,659
-116,940
-4% -$26.5M 1.57% 24
2025
Q2 		$684M Sell
3,142,599
-121,517
-4% -$22.4M 1.58% 24
2025
Q1 		$523M Sell
3,264,116
-273,039
-8% -$47.3M 1.26% 31
2024
Q4 		$614M Buy
3,537,155
+3,198,477
+944% +$635M 1.36% 32
2024
Q3 		$67.3M Sell
338,678
-8,611
-2% -$1.74M 0.14% 88
2024
Q2 		$67.3M Sell
347,289
-29,984
-8% -$6.29M 0.15% 90
2024
Q1 		$82.4M Buy
377,273
+374,227
+12,286% +$74.6M 0.18% 80
2023
Q4 		$588K Buy
3,046
+179
+6% +$30.2K ﹤0.01% 121
2023
Q3 		$472K Buy
+2,867
New +$453K ﹤0.01% 127

Other funds holding FERG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return