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
2024 Q2	–	Sell	-5,800	Closed	-$1.27M	–	9684
2024 Q1	$1.27M	Buy	+5,800	New	+$1.16M	﹤0.01%	4398

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

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. 947 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.
947 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.