Perigon Wealth Management
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Perigon Wealth Management’s Ferguson FERG Stock Holding History

Perigon Wealth 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
Q3 		$403K Buy
1,812
+96
+6% +$22.2K 0.01% 1005
2026
Q2 		$407K Sell
1,716
-47
-3% -$11.3K 0.01% 985
2026
Q1 		$411K Buy
1,763
+252
+17% +$61.3K 0.01% 891
2025
Q4 		$336K Sell
1,511
-143
-9% -$34.2K 0.01% 975
2025
Q3 		$371K Buy
+1,654
New +$375K 0.01% 867
2024
Q4 		– Sell
-1,396
Closed -$277K – 1060
2024
Q3 		$277K Sell
1,396
-50
-3% -$10.1K 0.01% 825
2024
Q2 		$280K Sell
1,446
-122
-8% -$25.6K 0.01% 716
2024
Q1 		$342K Buy
1,568
+55
+4% +$11K 0.01% 641
2023
Q4 		$292K Buy
1,513
+111
+8% +$18.7K 0.01% 664
2023
Q3 		$231K Buy
1,402
+38
+3% +$6K 0.01% 686
2023
Q2 		$215K Buy
+1,364
New +$194K 0.01% 717

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Perigon Wealth Management's FERG Position: Q3 2026 in Review

Perigon Wealth Management increased its Ferguson (FERG) stake by 5.6% in Q3 2026, buying an estimated $22.2K and bringing the position to 1,812 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1005.

Perigon Wealth Management first reported a position in FERG in Q2 2023 and has held it in 11 quarters since. The position peaked at $411K in Q1 2026. 268 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Perigon Wealth Management held 1,812 shares of Ferguson worth $403K as of Q3 2026.
  • Perigon Wealth Management bought 96 Ferguson shares in Q3 2026, an estimated $22.2K.
  • Ferguson made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1005 holding.
  • Perigon Wealth Management first reported a position in Ferguson in Q2 2023 and has held it in 11 quarters since.
  • Perigon Wealth Management's Ferguson position peaked at $411K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.