Pinnacle Associates’s Ferguson FERG Stock Holding History

Pinnacle Associates’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	$266K	Buy	1,195 +94	+9%	+$21.8K	﹤0.01%	834
2026 Q2	$261K	Buy	1,101 +200	+22%	+$48.3K	﹤0.01%	848
2026 Q1	$210K	Sell	901 -434	-33%	-$106K	﹤0.01%	900
2025 Q4	$297K	Sell	1,335 -14	-1%	-$3.34K	﹤0.01%	787
2025 Q3	$303K	Buy	+1,349	New	+$305K	﹤0.01%	748
2025 Q1	–	Sell	-1,505	Closed	-$261K	–	837
2024 Q4	$261K	Buy	+1,505	New	+$299K	﹤0.01%	746
2024 Q3	–	Sell	-1,563	Closed	-$303K	–	817
2024 Q2	$303K	Buy	1,563 +388	+33%	+$81.4K	﹤0.01%	686
2024 Q1	$257K	Buy	+1,175	New	+$234K	﹤0.01%	737

Other funds holding FERG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pinnacle Associates's FERG Position: Q3 2026 in Review

Pinnacle Associates increased its Ferguson (FERG) stake by 8.5% in Q3 2026, buying an estimated $21.8K and bringing the position to 1,195 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Pinnacle Associates first reported a position in FERG in Q1 2024 and has held it in 8 quarters since. The position peaked at $303K in Q3 2025. 456 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

Pinnacle Associates held 1,195 shares of Ferguson worth $266K as of Q3 2026.
Pinnacle Associates bought 94 Ferguson shares in Q3 2026, an estimated $21.8K.
Ferguson made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #834 holding.
Pinnacle Associates first reported a position in Ferguson in Q1 2024 and has held it in 8 quarters since.
Pinnacle Associates's Ferguson position peaked at $303K in Q3 2025.
456 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.