Waverton Investment Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244M | Buy |
1,120,170
+27,602
| +3% | +$6.01M | 3.36% | 16 |
|
|
2025
Q1 | $175M | Buy |
1,092,568
+81,234
| +8% | +$13M | 2.71% | 17 |
|
|
2024
Q4 | $176M | Buy |
1,011,334
+132,626
| +15% | +$23M | 2.8% | 17 |
|
|
2024
Q3 | $174M | Buy |
878,708
+65,804
| +8% | +$13.1M | 2.87% | 17 |
|
|
2024
Q2 | $157M | Buy |
812,904
+308,138
| +61% | +$59.6M | 2.96% | 17 |
|
|
2024
Q1 | $110M | Buy |
504,766
+502,980
| +28,162% | +$110M | 2.29% | 19 |
|
|
2023
Q4 | $345K | Buy |
+1,786
| New | +$345K | 0.01% | 86 |
|