Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Ferguson FERG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$105M Sell
442,931
-473
-0.1% -$114K 0.06% 284
2026
Q1 		$103M Sell
443,404
-22,488
-5% -$5.47M 0.07% 272
2025
Q4 		$104M Sell
465,892
-31,280
-6% -$7.47M 0.06% 280
2025
Q3 		$112M Sell
497,172
-2,258
-0.5% -$511K 0.06% 276
2025
Q2 		$109M Buy
499,430
+6,842
+1% +$1.26M 0.07% 269
2025
Q1 		$78.9M Buy
492,588
+481
+0.1% +$83.4K 0.06% 330
2024
Q4 		$85.4M Buy
492,107
+1,074
+0.2% +$213K 0.06% 317
2024
Q3 		$97.5M Buy
491,033
+60,282
+14% +$12.2M 0.07% 286
2024
Q2 		$83.4M Sell
430,751
-109,530
-20% -$23M 0.06% 308
2024
Q1 		$118M Sell
540,281
-1,365
-0.3% -$272K 0.08% 255
2023
Q4 		$105M Buy
541,646
+19,398
+4% +$3.27M 0.08% 273
2023
Q3 		$86M Sell
522,248
-8,600
-2% -$1.36M 0.07% 305
2023
Q2 		$83.5M Sell
530,848
-64,683
-11% -$9.21M 0.07% 322
2023
Q1 		$79.5M Sell
595,531
-160,825
-21% -$22.4M 0.06% 359
2022
Q4 		$95.9M Buy
756,356
+200,257
+36% +$23.3M 0.08% 303
2022
Q3 		$58.2M Sell
556,099
-117,442
-17% -$13.7M 0.05% 441
2022
Q2 		$75.3M Sell
673,541
-514,280
-43% -$62.3M 0.06% 377
2022
Q1 		$162M Buy
+1,187,821
New +$183M 0.11% 204

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

Sumitomo Mitsui Trust Group's FERG Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Ferguson (FERG) stake by 0.11% in Q2 2026, selling an estimated $114K and leaving 442,931 shares worth $105M. The position accounts for 0.06% of the portfolio, ranked #284.

Sumitomo Mitsui Trust Group first reported a position in FERG in Q1 2022 and has held it in 18 quarters since. The position peaked at $162M in Q1 2022. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 442,931 shares of Ferguson worth $105M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 473 Ferguson shares in Q2 2026, an estimated $114K.
  • Ferguson made up 0.06% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #284 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Ferguson in Q1 2022 and has held it in 18 quarters since.
  • Sumitomo Mitsui Trust Group's Ferguson position peaked at $162M in Q1 2022.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.