Storgate’s Ferguson FERG Stock Holding History

Storgate’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	$1.02M	Buy	4,305 +2,574	+149%	+$621K	0.21%	118
2026 Q1	$404K	Buy	1,731 +238	+16%	+$57.9K	0.32%	83
2025 Q4	$332K	Buy	+1,493	New	+$357K	0.27%	111

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

Storgate's FERG Position: Q2 2026 in Review

Storgate increased its Ferguson (FERG) stake by 149% in Q2 2026, buying an estimated $621K and bringing the position to 4,305 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #118.

Storgate first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Storgate held 4,305 shares of Ferguson worth $1.02M as of Q2 2026.
Storgate bought 2,574 Ferguson shares in Q2 2026, an estimated $621K.
Ferguson made up 0.21% of Storgate's portfolio in Q2 2026, its #118 holding.
Storgate first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.