Robeco Schweiz’s Ferguson FERG Stock Holding History

Robeco Schweiz’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 Q3	$53.6M	Sell	240,773 -35,186	-13%	-$8.15M	0.97%	36
2026 Q2	$65.5M	Buy	275,959 +43,251	+19%	+$10.4M	1.05%	30
2026 Q1	$54.3M	Sell	232,708 -17,866	-7%	-$4.35M	1.15%	28
2025 Q4	$55.8M	Sell	250,574 -56,578	-18%	-$13.5M	1.25%	28
2025 Q3	$69M	Sell	307,152 -156,522	-34%	-$35.4M	1.55%	21
2025 Q2	$101M	Sell	463,674 -102,776	-18%	-$18.9M	2.33%	10
2025 Q1	$90.8M	Buy	566,450 +19,190	+4%	+$3.33M	2.23%	8
2024 Q4	$95M	Buy	547,260 +26,979	+5%	+$5.36M	2.03%	15
2024 Q3	$103M	Buy	520,281 +75,605	+17%	+$15.3M	1.94%	19
2024 Q2	$86.1M	Sell	444,676 -97,640	-18%	-$20.5M	1.65%	22
2024 Q1	$118M	Buy	542,316 +222,316	+69%	+$44.3M	2.07%	17
2023 Q4	$61.8M	Buy	+320,000	New	+$54M	1.04%	36

Other funds holding FERG

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Robeco Schweiz's FERG Position: Q3 2026 in Review

Robeco Schweiz reduced its Ferguson (FERG) stake by 13% in Q3 2026, selling an estimated $8.15M and leaving 240,773 shares worth $53.6M. The position accounts for 0.97% of the portfolio, ranked #36.

Robeco Schweiz first reported a position in FERG in Q4 2023 and has held it in 12 quarters since. The position peaked at $118M in Q1 2024. 305 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

Robeco Schweiz held 240,773 shares of Ferguson worth $53.6M as of Q3 2026.
Robeco Schweiz sold 35,186 Ferguson shares in Q3 2026, an estimated $8.15M.
Ferguson made up 0.97% of Robeco Schweiz's portfolio in Q3 2026, its #36 holding.
Robeco Schweiz first reported a position in Ferguson in Q4 2023 and has held it in 12 quarters since.
Robeco Schweiz's Ferguson position peaked at $118M in Q1 2024.
305 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Robeco Schweiz's 13F filing for Q3 2026, filed 23 Oct 2026.