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Suvretta Capital Management’s Ferguson FERG Stock Holding History

Suvretta 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
Q2 		$58.6M Buy
246,758
+34,858
+16% +$8.41M 1.07% 27
2026
Q1 		$49.4M Buy
211,900
+52,710
+33% +$12.8M 1.26% 33
2025
Q4 		$35.4M Sell
159,190
-147,070
-48% -$35.1M 0.73% 44
2025
Q3 		$68.8M Buy
306,260
+116,600
+61% +$26.4M 1.76% 17
2025
Q2 		$41.3M Buy
189,660
+59,736
+46% +$11M 1.25% 30
2025
Q1 		$20.8M Sell
129,924
-115,606
-47% -$20M 0.77% 35
2024
Q4 		$42.6M Buy
245,530
+20,320
+9% +$4.04M 1.45% 22
2024
Q3 		$44.7M Buy
225,210
+80,170
+55% +$16.2M 1.43% 25
2024
Q2 		$28.1M Sell
145,040
-24,240
-14% -$5.08M 1.03% 33
2024
Q1 		$37M Sell
169,280
-6,810
-4% -$1.36M 1.37% 25
2023
Q4 		$34M Buy
+176,090
New +$29.7M 1.54% 23

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

Suvretta Capital Management's FERG Position: Q2 2026 in Review

Suvretta Capital Management increased its Ferguson (FERG) stake by 16% in Q2 2026, buying an estimated $8.41M and bringing the position to 246,758 shares worth $58.6M. The position accounts for 1.07% of the portfolio, ranked #27.

Suvretta Capital Management first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.8M in Q3 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Suvretta Capital Management held 246,758 shares of Ferguson worth $58.6M as of Q2 2026.
  • Suvretta Capital Management bought 34,858 Ferguson shares in Q2 2026, an estimated $8.41M.
  • Ferguson made up 1.07% of Suvretta Capital Management's portfolio in Q2 2026, its #27 holding.
  • Suvretta Capital Management first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • Suvretta Capital Management's Ferguson position peaked at $68.8M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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