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Rothschild Investment LLC’s Ferguson FERG Stock Holding History

Rothschild Investment LLC’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 		$148K Buy
622
+561
+920% +$135K 0.01% 943
2026
Q1 		$14.2K Sell
61
-49
-45% -$11.9K ﹤0.01% 1547
2025
Q4 		$24.5K Sell
110
-654
-86% -$156K ﹤0.01% 1248
2025
Q3 		$172K Buy
764
+732
+2,288% +$166K 0.01% 655
2025
Q2 		$6.97K Buy
32
+9
+39% +$1.66K ﹤0.01% 1358
2025
Q1 		$3.69K Sell
23
-3
-12% -$520 ﹤0.01% 1580
2024
Q4 		$4.51K Buy
26
+4
+18% +$794 ﹤0.01% 1389
2024
Q3 		$4.37K Sell
22
-23
-51% -$4.66K ﹤0.01% 1350
2024
Q2 		$8.71K Buy
+45
New +$9.44K ﹤0.01% 1128

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's FERG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ferguson (FERG) stake by 920% in Q2 2026, buying an estimated $135K and bringing the position to 622 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #943.

Rothschild Investment LLC first reported a position in FERG in Q2 2024 and has held it in 9 quarters since. The position peaked at $172K in Q3 2025. 472 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Rothschild Investment LLC held 622 shares of Ferguson worth $148K as of Q2 2026.
  • Rothschild Investment LLC bought 561 Ferguson shares in Q2 2026, an estimated $135K.
  • Ferguson made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #943 holding.
  • Rothschild Investment LLC first reported a position in Ferguson in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Ferguson position peaked at $172K in Q3 2025.
  • 472 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.