UBS AM
FERG icon

UBS AM’s Ferguson FERG Stock Holding History

UBS AM’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 		$488M Buy
2,055,351
+16,866
+0.8% +$4.07M 0.09% 183
2026
Q1 		$475M Sell
2,038,485
-21,821
-1% -$5.31M 0.1% 183
2025
Q4 		$459M Sell
2,060,306
-9,562
-0.5% -$2.28M 0.1% 172
2025
Q3 		$465M Sell
2,069,868
-413,213
-17% -$93.6M 0.1% 182
2025
Q2 		$541M Buy
2,483,081
+550,122
+28% +$101M 0.11% 183
2025
Q1 		$310M Buy
1,932,959
+205,531
+12% +$35.6M 0.08% 266
2024
Q4 		$300M Buy
1,727,428
+264,592
+18% +$52.5M 0.07% 256
2024
Q3 		$290M Buy
1,462,836
+1,183,143
+423% +$240M 0.07% 255
2024
Q2 		$54.2M Sell
279,693
-918,329
-77% -$193M 0.02% 601
2024
Q1 		$262M Buy
1,198,022
+84,128
+8% +$16.8M 0.09% 221
2023
Q4 		$215M Buy
1,113,894
+43,489
+4% +$7.34M 0.08% 241
2023
Q3 		$176M Buy
1,070,405
+483,836
+82% +$76.4M 0.08% 265
2023
Q2 		$78.5M Hold
586,569
– – 0.04% 450
2023
Q1 		$78.5M Buy
586,569
+43,190
+8% +$6M 0.04% 450
2022
Q4 		$69M Buy
+543,379
New +$63.3M 0.04% 467

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

UBS AM's FERG Position: Q2 2026 in Review

UBS AM increased its Ferguson (FERG) stake by 0.83% in Q2 2026, buying an estimated $4.07M and bringing the position to 2,055,351 shares worth $488M. The position accounts for 0.09% of the portfolio, ranked #183.

UBS AM first reported a position in FERG in Q4 2022 and has held it in 15 quarters since. The position peaked at $541M in Q2 2025. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • UBS AM held 2,055,351 shares of Ferguson worth $488M as of Q2 2026.
  • UBS AM bought 16,866 Ferguson shares in Q2 2026, an estimated $4.07M.
  • Ferguson made up 0.09% of UBS AM's portfolio in Q2 2026, its #183 holding.
  • UBS AM first reported a position in Ferguson in Q4 2022 and has held it in 15 quarters since.
  • UBS AM's Ferguson position peaked at $541M in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.