TwinBeech Capital’s Ferguson FERG Stock Holding History

TwinBeech 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	$223K	Buy	+941	New	+$227K	0.04%	333
2026 Q1	–	Sell	-2,475	Closed	-$551K	–	659
2025 Q4	$551K	Buy	2,475 +1,190	+93%	+$284K	0.04%	393
2025 Q3	$289K	Sell	1,285 -34,818	-96%	-$7.88M	0.01%	474
2025 Q2	$7.86M	Sell	36,103 -40,603	-53%	-$7.47M	0.18%	149
2025 Q1	$12.3M	Sell	76,706 -28,026	-27%	-$4.86M	0.22%	125
2024 Q4	$18.2M	Buy	104,732 +40,605	+63%	+$8.06M	0.31%	106
2024 Q3	$12.7M	Buy	+64,127	New	+$13M	0.24%	116
2023 Q2	–	Sell	-20,294	Closed	-$2.71M	–	682
2023 Q1	$2.71M	Buy	+20,294	New	+$2.82M	0.06%	334

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TwinBeech Capital's FERG Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Ferguson (FERG) in Q2 2026: 941 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in FERG as recently as Q4 2025.

TwinBeech Capital first reported a position in FERG in Q1 2023 and has held it in 8 quarters since. The position peaked at $18.2M in Q4 2024. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

TwinBeech Capital held 941 shares of Ferguson worth $223K as of Q2 2026.
Ferguson was a new TwinBeech Capital position in Q2 2026.
Ferguson made up 0.04% of TwinBeech Capital's portfolio in Q2 2026, its #333 holding.
TwinBeech Capital first reported a position in Ferguson in Q1 2023 and has held it in 8 quarters since.
TwinBeech Capital's Ferguson position peaked at $18.2M in Q4 2024.
947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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