Perpetual Ltd
FERG icon

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
Q3 		$32M Sell
143,960
-141,729
-50% -$32.8M 0.49% 55
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% +$1000K 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

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
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
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Perpetual Ltd's FERG Position: Q3 2026 in Review

Perpetual Ltd reduced its Ferguson (FERG) stake by 50% in Q3 2026, selling an estimated $32.8M and leaving 143,960 shares worth $32M. The position accounts for 0.49% of the portfolio, ranked #55.

Perpetual Ltd first reported a position in FERG in Q1 2023 and has held it in 15 quarters since. The position peaked at $244M in Q2 2023. 259 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Perpetual Ltd held 143,960 shares of Ferguson worth $32M as of Q3 2026.
  • Perpetual Ltd sold 141,729 Ferguson shares in Q3 2026, an estimated $32.8M.
  • Ferguson made up 0.49% of Perpetual Ltd's portfolio in Q3 2026, its #55 holding.
  • Perpetual Ltd first reported a position in Ferguson in Q1 2023 and has held it in 15 quarters since.
  • Perpetual Ltd's Ferguson position peaked at $244M in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.