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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
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% -$3.35K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pinnacle Associates's FERG Position: Q2 2026 in Review

Pinnacle Associates increased its Ferguson (FERG) stake by 22% in Q2 2026, buying an estimated $48.3K and bringing the position to 1,101 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Pinnacle Associates first reported a position in FERG in Q1 2024 and has held it in 7 quarters since. The position peaked at $303K in Q3 2025. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Pinnacle Associates held 1,101 shares of Ferguson worth $261K as of Q2 2026.
  • Pinnacle Associates bought 200 Ferguson shares in Q2 2026, an estimated $48.3K.
  • Ferguson made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #848 holding.
  • Pinnacle Associates first reported a position in Ferguson in Q1 2024 and has held it in 7 quarters since.
  • Pinnacle Associates's Ferguson position peaked at $303K in Q3 2025.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.