Vancity Investment Management’s Ferguson FERG Stock Holding History

Vancity Investment Management’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 Q1	$13.7M	Buy	58,624 +6,194	+12%	+$1.51M	2.17%	18
2025 Q4	$11.7M	Sell	52,430 -1,572	-3%	-$376K	1.59%	24
2025 Q3	$12.1M	Sell	54,002 -1,730	-3%	-$392K	1.61%	24
2025 Q2	$12.1M	Sell	55,732 -86	-0.2%	-$15.8K	1.53%	24
2025 Q1	$8.94M	Buy	+55,818	New	+$9.68M	1.23%	27
2024 Q3	$11.1M	Sell	55,765 -53,262	-49%	-$10.8M	1.33%	25
2024 Q2	$22.9M	Buy	109,027 +54,542	+100%	+$11.4M	1.45%	28
2024 Q1	$11.9M	Buy	+54,485	New	+$10.9M	1.42%	27

Other funds holding FERG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Vancity Investment Management's FERG Position: Q1 2026 in Review

Vancity Investment Management increased its Ferguson (FERG) stake by 12% in Q1 2026, buying an estimated $1.51M and bringing the position to 58,624 shares worth $13.7M. The position accounts for 2.17% of the portfolio, ranked #18.

Vancity Investment Management first reported a position in FERG in Q1 2024 and has held it in 8 quarters since. The position peaked at $22.9M in Q2 2024. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Vancity Investment Management held 58,624 shares of Ferguson worth $13.7M as of Q1 2026.
Vancity Investment Management bought 6,194 Ferguson shares in Q1 2026, an estimated $1.51M.
Ferguson made up 2.17% of Vancity Investment Management's portfolio in Q1 2026, its #18 holding.
Vancity Investment Management first reported a position in Ferguson in Q1 2024 and has held it in 8 quarters since.
Vancity Investment Management's Ferguson position peaked at $22.9M in Q2 2024.
928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.