UBS Group
FERG icon

UBS Group’s Ferguson FERG Stock Holding History

UBS Group’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 		$89.5M Sell
376,987
-155,748
-29% -$37.6M 0.01% 1205
2026
Q1 		$124M Buy
532,735
+203,463
+62% +$49.5M 0.02% 890
2025
Q4 		$73.3M Sell
329,272
-129,112
-28% -$30.8M 0.01% 1264
2025
Q3 		$103M Sell
458,384
-135,274
-23% -$30.6M 0.02% 1012
2025
Q2 		$129M Sell
593,658
-178,845
-23% -$32.9M 0.02% 790
2025
Q1 		$124M Sell
772,503
-43,788
-5% -$7.59M 0.02% 787
2024
Q4 		$142M Sell
816,291
-50,121
-6% -$9.95M 0.03% 700
2024
Q3 		$172M Buy
866,412
+426,467
+97% +$86.4M 0.04% 473
2024
Q2 		$85.2M Sell
439,945
-114,228
-21% -$24M 0.02% 720
2024
Q1 		$121M Buy
554,173
+341,158
+160% +$68M 0.03% 563
2023
Q4 		$41.1M Buy
213,015
+108,820
+104% +$18.4M 0.01% 1101
2023
Q3 		$17.1M Buy
104,195
+66,197
+174% +$10.5M 0.01% 1597
2023
Q2 		$5.98M Buy
37,998
+16,001
+73% +$2.28M ﹤0.01% 2407
2023
Q1 		$2.94M Sell
21,997
-317,354
-94% -$44.1M ﹤0.01% 3019
2022
Q4 		$43.1M Sell
339,351
-837,651
-71% -$97.5M 0.02% 896
2022
Q3 		$121M Sell
1,177,002
-398,886
-25% -$46.5M 0.05% 358
2022
Q2 		$174M Buy
1,575,888
+1,035,819
+192% +$125M 0.07% 288
2022
Q1 		$72.4M Buy
540,069
+182,056
+51% +$28.1M 0.02% 658
2021
Q4 		$64.2M Buy
358,013
+238,818
+200% +$37.4M 0.02% 805
2021
Q3 		$16.6M Buy
119,195
+51,725
+77% +$7.36M 0.01% 1641
2021
Q2 		$9.41M Sell
67,470
-1,534,782
-96% -$204M ﹤0.01% 2089
2021
Q1 		$192M Buy
+1,602,252
New +$195M 0.06% 297

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 Group's FERG Position: Q2 2026 in Review

UBS Group reduced its Ferguson (FERG) stake by 29% in Q2 2026, selling an estimated $37.6M and leaving 376,987 shares worth $89.5M. The position accounts for 0.01% of the portfolio, ranked #1205.

UBS Group first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. The position peaked at $192M in Q1 2021. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • UBS Group held 376,987 shares of Ferguson worth $89.5M as of Q2 2026.
  • UBS Group sold 155,748 Ferguson shares in Q2 2026, an estimated $37.6M.
  • Ferguson made up 0.01% of UBS Group's portfolio in Q2 2026, its #1205 holding.
  • UBS Group first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • UBS Group's Ferguson position peaked at $192M in Q1 2021.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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