Waverton Investment Management’s Ferguson FERG Stock Holding History

Waverton 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
2025 Q4	–	Sell	-1,465,335	Closed	-$329M	–	31
2025 Q3	$329M	Buy	1,465,335 +345,165	+31%	+$78.2M	4.23%	8
2025 Q2	$244M	Buy	1,120,170 +27,602	+3%	+$5.08M	3.36%	16
2025 Q1	$175M	Buy	1,092,568 +81,234	+8%	+$14.1M	2.71%	17
2024 Q4	$176M	Buy	1,011,334 +132,626	+15%	+$26.3M	2.8%	17
2024 Q3	$174M	Buy	878,708 +65,804	+8%	+$13.3M	2.87%	17
2024 Q2	$157M	Buy	812,904 +308,138	+61%	+$64.6M	2.96%	17
2024 Q1	$110M	Buy	504,766 +502,980	+28,162%	+$100M	2.29%	19
2023 Q4	$345K	Buy	+1,786	New	+$301K	0.01%	86

Other funds holding FERG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverton Investment Management's FERG Position: Q4 2025 in Review

Waverton Investment Management sold out of Ferguson (FERG) in Q4 2025, closing a stake of 1,465,335 shares — an estimated $329M sold.

Waverton Investment Management first reported a position in FERG in Q4 2023 and held it in 8 quarters. The position peaked at $329M in Q3 2025. 906 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

Waverton Investment Management reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 1,465,335 Ferguson shares in Q4 2025, an estimated $329M.
Waverton Investment Management first reported a position in Ferguson in Q4 2023 and held it in 8 quarters.
Waverton Investment Management's Ferguson position peaked at $329M in Q3 2025.
906 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.