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Union Bancaire Privee’s Ferguson FERG Stock Holding History

Union Bancaire Privee’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 		– Sell
-395
Closed -$66.9K – 509
2026
Q1 		$66.9K Sell
395
-7,530
-95% -$1.83M ﹤0.01% 436
2025
Q4 		$1.41M Buy
7,925
+5,697
+256% +$1.36M 0.02% 261
2025
Q3 		$436K Buy
+2,228
New +$504K 0.01% 330

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Union Bancaire Privee's FERG Position: Q2 2026 in Review

Union Bancaire Privee sold out of Ferguson (FERG) in Q2 2026, closing a stake of 395 shares — an estimated $66.9K sold.

Union Bancaire Privee first reported a position in FERG in Q3 2025 and held it in 3 quarters. The position peaked at $1.41M in Q4 2025. 347 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Union Bancaire Privee reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Union Bancaire Privee sold 395 Ferguson shares in Q2 2026, an estimated $66.9K.
  • Union Bancaire Privee first reported a position in Ferguson in Q3 2025 and held it in 3 quarters.
  • Union Bancaire Privee's Ferguson position peaked at $1.41M in Q4 2025.
  • 347 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.