Riverwater Partners’s Ferguson FERG Stock Holding History

Riverwater Partners’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	$857K	Buy	3,610 +16	+0.4%	+$3.86K	0.25%	102
2026 Q1	$838K	Buy	3,594 +3	+0.1%	+$730	0.28%	99
2025 Q4	$799K	Sell	3,591 -978	-21%	-$234K	0.31%	92
2025 Q3	$1.03M	Buy	4,569 +28	+0.6%	+$6.34K	0.43%	72
2025 Q2	$989K	Buy	4,541 +459	+11%	+$84.5K	0.47%	72
2025 Q1	$654K	Buy	4,082 +220	+6%	+$38.1K	0.34%	82
2024 Q4	$670K	Hold	3,862	–	–	0.33%	80
2024 Q3	$757K	Sell	3,862 -110	-3%	-$22.3K	0.38%	74
2024 Q2	$769K	Hold	3,972	–	–	0.57%	44
2024 Q1	$868K	Sell	3,972 -156	-4%	-$31.1K	0.64%	38
2023 Q4	$797K	Buy	4,128 +11	+0.3%	+$1.86K	0.63%	42
2023 Q3	$677K	Sell	4,117 -230	-5%	-$36.3K	0.62%	43
2023 Q2	$684K	Hold	4,347	–	–	0.61%	45
2023 Q1	$581K	Hold	4,347	–	–	0.53%	55
2022 Q4	$552K	Buy	4,347 +1,238	+40%	+$144K	0.47%	65
2022 Q3	$320K	Hold	3,109	–	–	0.32%	104
2022 Q2	$344K	Buy	+3,109	New	+$376K	0.35%	103

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JTL

Jupiter Topco LLC New York $245B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Riverwater Partners's FERG Position: Q2 2026 in Review

Riverwater Partners increased its Ferguson (FERG) stake by 0.45% in Q2 2026, buying an estimated $3.86K and bringing the position to 3,610 shares worth $857K. The position accounts for 0.25% of the portfolio, ranked #102.

Riverwater Partners first reported a position in FERG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.03M in Q3 2025. 887 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Riverwater Partners held 3,610 shares of Ferguson worth $857K as of Q2 2026.
Riverwater Partners bought 16 Ferguson shares in Q2 2026, an estimated $3.86K.
Ferguson made up 0.25% of Riverwater Partners's portfolio in Q2 2026, its #102 holding.
Riverwater Partners first reported a position in Ferguson in Q2 2022 and has held it in 17 quarters since.
Riverwater Partners's Ferguson position peaked at $1.03M in Q3 2025.
887 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.