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SummitTX Capital’s Ferguson FERG Stock Holding History

SummitTX 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
2025
Q4 		– Sell
-9,200
Closed -$2.07M – 785
2025
Q3 		$2.07M Buy
+9,200
New +$2.08M 0.09% 255
2025
Q2 		– Sell
-8,193
Closed -$1.31M – 827
2025
Q1 		$1.31M Buy
+8,193
New +$1.42M 0.06% 334

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummitTX Capital's FERG Position: Q4 2025 in Review

SummitTX Capital sold out of Ferguson (FERG) in Q4 2025, closing a stake of 9,200 shares — an estimated $2.07M sold.

SummitTX Capital first reported a position in FERG in Q1 2025 and held it in 2 quarters. The position peaked at $2.07M in Q3 2025. 906 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

  • SummitTX Capital reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 9,200 Ferguson shares in Q4 2025, an estimated $2.07M.
  • SummitTX Capital first reported a position in Ferguson in Q1 2025 and held it in 2 quarters.
  • SummitTX Capital's Ferguson position peaked at $2.07M in Q3 2025.
  • 906 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.