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Ridgewood Investments’s Ferguson FERG Stock Holding History

Ridgewood Investments’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
2025
Q3 		$353K Sell
1,572
-125
-7% -$28.3K 0.15% 159
2025
Q2 		$370K Buy
1,697
+175
+11% +$32.2K 0.16% 147
2025
Q1 		$244K Buy
+1,522
New +$264K 0.11% 166

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ridgewood Investments's FERG Position: Q3 2025 in Review

Ridgewood Investments reduced its Ferguson (FERG) stake by 7.4% in Q3 2025, selling an estimated $28.3K and leaving 1,572 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #159.

Ridgewood Investments first reported a position in FERG in Q1 2025 and has held it in 3 quarters since. The position peaked at $370K in Q2 2025. 884 funds tracked by Wall St. Rank hold FERG as of Q3 2025.

  • Ridgewood Investments held 1,572 shares of Ferguson worth $353K as of Q3 2025.
  • Ridgewood Investments sold 125 Ferguson shares in Q3 2025, an estimated $28.3K.
  • Ferguson made up 0.15% of Ridgewood Investments's portfolio in Q3 2025, its #159 holding.
  • Ridgewood Investments first reported a position in Ferguson in Q1 2025 and has held it in 3 quarters since.
  • Ridgewood Investments's Ferguson position peaked at $370K in Q2 2025.
  • 884 funds tracked by Wall St. Rank held Ferguson as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.