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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Pinnacle Associates's FERG Position: Q1 2026 in Review

Pinnacle Associates reduced its Ferguson (FERG) stake by 33% in Q1 2026, selling an estimated $106K and leaving 901 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Pinnacle Associates first reported a position in FERG in Q1 2024 and has held it in 6 quarters since. The position peaked at $303K in Q3 2025. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Pinnacle Associates held 901 shares of Ferguson worth $210K as of Q1 2026.
  • Pinnacle Associates sold 434 Ferguson shares in Q1 2026, an estimated $106K.
  • Ferguson made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #900 holding.
  • Pinnacle Associates first reported a position in Ferguson in Q1 2024 and has held it in 6 quarters since.
  • Pinnacle Associates's Ferguson position peaked at $303K in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.