Wellington Management Group
FERG icon

Wellington Management Group’s Ferguson FERG Stock Holding History

Wellington Management Group’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 		$1.98B Sell
8,488,321
-878,144
-9% -$214M 0.37% 58
2025
Q4 		$2.09B Buy
9,366,465
+5,631,554
+151% +$1.35B 0.37% 58
2025
Q3 		$839M Buy
3,734,911
+682,666
+22% +$155M 0.15% 153
2025
Q2 		$665M Buy
3,052,245
+1,785,291
+141% +$329M 0.12% 163
2025
Q1 		$203M Buy
1,266,954
+1,121,249
+770% +$194M 0.04% 344
2024
Q4 		$25.3M Sell
145,705
-11,486
-7% -$2.28M ﹤0.01% 902
2024
Q3 		$31.2M Sell
157,191
-159,336
-50% -$32.3M 0.01% 834
2024
Q2 		$61.3M Buy
316,527
+53,860
+21% +$11.3M 0.01% 652
2024
Q1 		$57.4M Buy
262,667
+94,150
+56% +$18.8M 0.01% 674
2023
Q4 		$32.5M Buy
+168,517
New +$28.4M 0.01% 833
2023
Q3 		– Sell
-1,065,820
Closed -$168M – 1833
2023
Q2 		$168M Sell
1,065,820
-431,622
-29% -$61.5M 0.03% 428
2023
Q1 		$200M Buy
1,497,442
+122,778
+9% +$17.1M 0.04% 395
2022
Q4 		$174M Buy
1,374,664
+1,058,142
+334% +$123M 0.04% 412
2022
Q3 		$33.2M Buy
316,522
+12,193
+4% +$1.42M 0.01% 763
2022
Q2 		$34M Buy
304,329
+159,308
+110% +$19.3M 0.01% 792
2022
Q1 		$19.8M Sell
145,021
-23,165
-14% -$3.57M ﹤0.01% 1021
2021
Q4 		$29.9M Sell
168,186
-364,865
-68% -$57.2M ﹤0.01% 991
2021
Q3 		$74.3M Sell
533,051
-336,608
-39% -$47.9M 0.01% 701
2021
Q2 		$121M Sell
869,659
-181,988
-17% -$24.2M 0.02% 582
2021
Q1 		$126M Buy
+1,051,647
New +$128M 0.02% 540

Other funds holding FERG

BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's FERG Position: Q1 2026 in Review

Wellington Management Group reduced its Ferguson (FERG) stake by 9.4% in Q1 2026, selling an estimated $214M and leaving 8,488,321 shares worth $1.98B. The position accounts for 0.37% of the portfolio, ranked #58.

Wellington Management Group first reported a position in FERG in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.09B in Q4 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Wellington Management Group held 8,488,321 shares of Ferguson worth $1.98B as of Q1 2026.
  • Wellington Management Group sold 878,144 Ferguson shares in Q1 2026, an estimated $214M.
  • Ferguson made up 0.37% of Wellington Management Group's portfolio in Q1 2026, its #58 holding.
  • Wellington Management Group first reported a position in Ferguson in Q1 2021 and has held it in 20 quarters since.
  • Wellington Management Group's Ferguson position peaked at $2.09B in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

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