Soroban Capital Partners’s Ferguson FERG Stock Holding History

Soroban Capital 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	$576M	Buy	2,428,771 +30,404	+1%	+$7.34M	1.21%	14
2026 Q1	$559M	Sell	2,398,367 -579,825	-19%	-$141M	1.08%	15
2025 Q4	$669M	Sell	2,978,192 -677,444	-19%	-$162M	4.67%	9
2025 Q3	$821M	Sell	3,655,636 -49,420	-1%	-$11.2M	6.19%	5
2025 Q2	$807M	Buy	3,705,056 +100,559	+3%	+$18.5M	7.87%	3
2025 Q1	$578M	Buy	+3,604,497	New	+$625M	8.15%	2

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Soroban Capital Partners's FERG Position: Q2 2026 in Review

Soroban Capital Partners increased its Ferguson (FERG) stake by 1.3% in Q2 2026, buying an estimated $7.34M and bringing the position to 2,428,771 shares worth $576M. The position accounts for 1.21% of the portfolio, ranked #14.

Soroban Capital Partners first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. The position peaked at $821M in Q3 2025. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Soroban Capital Partners held 2,428,771 shares of Ferguson worth $576M as of Q2 2026.
Soroban Capital Partners bought 30,404 Ferguson shares in Q2 2026, an estimated $7.34M.
Ferguson made up 1.21% of Soroban Capital Partners's portfolio in Q2 2026, its #14 holding.
Soroban Capital Partners first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
Soroban Capital Partners's Ferguson position peaked at $821M in Q3 2025.
945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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