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Plato Investment Management’s Ferguson FERG Stock Holding History

Plato Investment Management’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 		$996K Hold
4,220
– – 0.06% 277
2026
Q1 		$985K Hold
4,220
– – 0.07% 268
2025
Q4 		$944K Hold
4,220
– – 0.06% 276
2025
Q3 		$941K Hold
4,220
– – 0.06% 270
2025
Q2 		$916K Sell
4,220
-389
-8% -$71.6K 0.07% 271
2025
Q1 		$747K Hold
4,609
– – 0.06% 280
2024
Q4 		$803K Hold
4,609
– – 0.06% 282
2024
Q3 		$914K Buy
+4,609
New +$934K 0.07% 256

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 $3.38T AUM 44.17% 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

Plato Investment Management's FERG Position: Q2 2026 in Review

Plato Investment Management held its Ferguson (FERG) position steady in Q2 2026 at 4,220 shares worth $996K. The position accounts for 0.06% of the portfolio, ranked #277.

Plato Investment Management first reported a position in FERG in Q3 2024 and has held it in 8 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Plato Investment Management held 4,220 shares of Ferguson worth $996K as of Q2 2026.
  • Plato Investment Management left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.06% of Plato Investment Management's portfolio in Q2 2026, its #277 holding.
  • Plato Investment Management first reported a position in Ferguson in Q3 2024 and has held it in 8 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.