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Saturna Capital’s Ferguson FERG Stock Holding History

Saturna Capital’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 		$66.1M Buy
278,627
+36,822
+15% +$8.88M 0.81% 30
2026
Q1 		$56.4M Buy
241,805
+2,731
+1% +$665K 0.79% 31
2025
Q4 		$53.2M Buy
239,074
+271
+0.1% +$64.7K 0.71% 31
2025
Q3 		$53.6M Buy
238,803
+625
+0.3% +$142K 0.69% 32
2025
Q2 		$51.9M Buy
238,178
+345
+0.1% +$63.5K 0.7% 37
2025
Q1 		$38.1M Buy
237,833
+815
+0.3% +$141K 0.57% 44
2024
Q4 		$41.1M Buy
237,018
+25,126
+12% +$4.99M 0.56% 44
2024
Q3 		$42.1M Buy
211,892
+1,336
+0.6% +$271K 0.55% 48
2024
Q2 		$40.8M Buy
210,556
+65,160
+45% +$13.7M 0.54% 47
2024
Q1 		$31.8M Buy
145,396
+125,250
+622% +$25M 0.44% 54
2023
Q4 		$3.89M Buy
+20,146
New +$3.4M 0.06% 69

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 $3.37T AUM 44.26% 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

Saturna Capital's FERG Position: Q2 2026 in Review

Saturna Capital increased its Ferguson (FERG) stake by 15% in Q2 2026, buying an estimated $8.88M and bringing the position to 278,627 shares worth $66.1M. The position accounts for 0.81% of the portfolio, ranked #30.

Saturna Capital first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Saturna Capital held 278,627 shares of Ferguson worth $66.1M as of Q2 2026.
  • Saturna Capital bought 36,822 Ferguson shares in Q2 2026, an estimated $8.88M.
  • Ferguson made up 0.81% of Saturna Capital's portfolio in Q2 2026, its #30 holding.
  • Saturna Capital first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Saturna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.