WCM Investment Management
FERG icon

WCM Investment Management’s Ferguson FERG Stock Holding History

WCM 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
Q2 		$998M Sell
4,182,592
-165,825
-4% -$40M 1.81% 18
2026
Q1 		$973M Sell
4,348,417
-57,678
-1% -$14M 2.22% 17
2025
Q4 		$994M Buy
+4,406,095
New +$1.05B 2.05% 18
2025
Q1 		– Sell
-805,533
Closed -$140M – 284
2024
Q4 		$140M Sell
805,533
-778
-0.1% -$155K 0.33% 46
2024
Q3 		$163M Sell
806,311
-384,737
-32% -$77.9M 0.37% 44
2024
Q2 		$230M Sell
1,191,048
-15,526
-1% -$3.26M 0.54% 43
2024
Q1 		$264M Sell
1,206,574
-49,087
-4% -$9.78M 0.63% 42
2023
Q4 		$242M Sell
1,255,661
-609,862
-33% -$103M 0.67% 37
2023
Q3 		$307M Sell
1,865,523
-33,232
-2% -$5.25M 0.9% 37
2023
Q2 		$300M Buy
1,898,755
+319,707
+20% +$45.5M 0.89% 37
2023
Q1 		$211M Buy
1,579,048
+49,673
+3% +$6.9M 0.68% 41
2022
Q4 		$194M Sell
1,529,375
-171,196
-10% -$19.9M 0.65% 42
2022
Q3 		$177M Sell
1,700,571
-37,847
-2% -$4.42M 0.64% 41
2022
Q2 		$198M Buy
1,738,418
+5,888
+0.3% +$713K 0.71% 41
2022
Q1 		$232M Buy
+1,732,530
New +$267M 0.65% 39

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCM Investment Management's FERG Position: Q2 2026 in Review

WCM Investment Management reduced its Ferguson (FERG) stake by 3.8% in Q2 2026, selling an estimated $40M and leaving 4,182,592 shares worth $998M. The position accounts for 1.81% of the portfolio, ranked #18.

WCM Investment Management first reported a position in FERG in Q1 2022 and has held it in 15 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • WCM Investment Management held 4,182,592 shares of Ferguson worth $998M as of Q2 2026.
  • WCM Investment Management sold 165,825 Ferguson shares in Q2 2026, an estimated $40M.
  • Ferguson made up 1.81% of WCM Investment Management's portfolio in Q2 2026, its #18 holding.
  • WCM Investment Management first reported a position in Ferguson in Q1 2022 and has held it in 15 quarters since.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.