Truepoint Inc’s Ferguson FERG Stock Holding History

Truepoint Inc’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 Q1	$280K	Sell	1,200 -42	-3%	-$10.2K	0.01%	133
2025 Q4	$276K	Buy	+1,242	New	+$297K	0.01%	129

Other funds holding FERG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Truepoint Inc's FERG Position: Q1 2026 in Review

Truepoint Inc reduced its Ferguson (FERG) stake by 3.4% in Q1 2026, selling an estimated $10.2K and leaving 1,200 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #133.

Truepoint Inc first reported a position in FERG in Q4 2025 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Truepoint Inc held 1,200 shares of Ferguson worth $280K as of Q1 2026.
Truepoint Inc sold 42 Ferguson shares in Q1 2026, an estimated $10.2K.
Ferguson made up 0.01% of Truepoint Inc's portfolio in Q1 2026, its #133 holding.
Truepoint Inc first reported a position in Ferguson in Q4 2025 and has held it in 2 quarters since.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.