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Perpetual Ltd’s Ferguson FERG Stock Holding History

Perpetual Ltd’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 		$67.8M Buy
285,689
+77,886
+37% +$18.8M 0.97% 31
2026
Q1 		$48.5M Sell
207,803
-244,153
-54% -$59.4M 0.74% 38
2025
Q4 		$101M Sell
451,956
-137,997
-23% -$33M 1.46% 23
2025
Q3 		$132M Buy
589,953
+203,065
+52% +$46M 1.64% 18
2025
Q2 		$84.2M Buy
386,888
+117,991
+44% +$21.7M 0.99% 29
2025
Q1 		$43.1M Buy
268,897
+221,069
+462% +$38.3M 0.52% 55
2024
Q4 		$8.3M Buy
47,828
+3,661
+8% +$727K 0.1% 129
2024
Q3 		$8.77M Buy
44,167
+4,934
+13% +$1,000K 0.1% 127
2024
Q2 		$7.6M Sell
39,233
-18,922
-33% -$3.97M 0.08% 140
2024
Q1 		$12.7M Sell
58,155
-5,965
-9% -$1.19M 0.12% 123
2023
Q4 		$12.4M Sell
64,120
-29,599
-32% -$4.99M 0.13% 115
2023
Q3 		$15.4M Sell
93,719
-1,452,880
-94% -$229M 0.16% 96
2023
Q2 		$244M Sell
1,546,599
-150,644
-9% -$21.5M 2.09% 12
2023
Q1 		$223M Buy
+1,697,243
New +$236M 1.93% 12

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Perpetual Ltd's FERG Position: Q2 2026 in Review

Perpetual Ltd increased its Ferguson (FERG) stake by 37% in Q2 2026, buying an estimated $18.8M and bringing the position to 285,689 shares worth $67.8M. The position accounts for 0.97% of the portfolio, ranked #31.

Perpetual Ltd first reported a position in FERG in Q1 2023 and has held it in 14 quarters since. The position peaked at $244M in Q2 2023. 255 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Perpetual Ltd held 285,689 shares of Ferguson worth $67.8M as of Q2 2026.
  • Perpetual Ltd bought 77,886 Ferguson shares in Q2 2026, an estimated $18.8M.
  • Ferguson made up 0.97% of Perpetual Ltd's portfolio in Q2 2026, its #31 holding.
  • Perpetual Ltd first reported a position in Ferguson in Q1 2023 and has held it in 14 quarters since.
  • Perpetual Ltd's Ferguson position peaked at $244M in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.