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Sone Capital Management’s Ferguson FERG Stock Holding History

Sone Capital Management’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
Q1 		$23.4M Buy
100,332
+30,893
+44% +$7.52M 1.96% 15
2025
Q4 		$15.5M Buy
+69,439
New +$16.6M 1.25% 33

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Sone Capital Management's FERG Position: Q1 2026 in Review

Sone Capital Management increased its Ferguson (FERG) stake by 44% in Q1 2026, buying an estimated $7.52M and bringing the position to 100,332 shares worth $23.4M. The position accounts for 1.96% of the portfolio, ranked #15.

Sone Capital Management first reported a position in FERG in Q4 2025 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Sone Capital Management held 100,332 shares of Ferguson worth $23.4M as of Q1 2026.
  • Sone Capital Management bought 30,893 Ferguson shares in Q1 2026, an estimated $7.52M.
  • Ferguson made up 1.96% of Sone Capital Management's portfolio in Q1 2026, its #15 holding.
  • Sone Capital Management first reported a position in Ferguson in Q4 2025 and has held it in 2 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.