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Triavera Capital’s Ferguson FERG Stock Holding History

Triavera 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
2026
Q2 		$12M Buy
50,388
+4,400
+10% +$1.06M 6.5% 6
2026
Q1 		$10.7M Hold
45,988
– – 6.41% 6
2025
Q4 		$10.2M Buy
45,988
+3,321
+8% +$793K 4.89% 12
2025
Q3 		$9.58M Buy
42,667
+5,170
+14% +$1.17M 4.66% 14
2025
Q2 		$8.16M Sell
37,497
-12,962
-26% -$2.39M 4.3% 13
2025
Q1 		$8.09M Buy
50,459
+11,496
+30% +$1.99M 4.63% 15
2024
Q4 		$6.76M Buy
+38,963
New +$7.74M 3.68% 18

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

Triavera Capital's FERG Position: Q2 2026 in Review

Triavera Capital increased its Ferguson (FERG) stake by 9.6% in Q2 2026, buying an estimated $1.06M and bringing the position to 50,388 shares worth $12M. The position accounts for 6.5% of the portfolio, ranked #6.

Triavera Capital first reported a position in FERG in Q4 2024 and has held it in 7 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Triavera Capital held 50,388 shares of Ferguson worth $12M as of Q2 2026.
  • Triavera Capital bought 4,400 Ferguson shares in Q2 2026, an estimated $1.06M.
  • Ferguson made up 6.5% of Triavera Capital's portfolio in Q2 2026, its #6 holding.
  • Triavera Capital first reported a position in Ferguson in Q4 2024 and has held it in 7 quarters since.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Triavera Capital's 13F filing for Q2 2026, filed 13 Aug 2026.