West Family Investments’s Ferguson FERG Stock Holding History

West Family Investments’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	$250K	Buy	+1,053	New	+$254K	0.07%	382
2026 Q1	–	Sell	-2,055	Closed	-$458K	–	298
2025 Q4	$458K	Hold	2,055	–	–	0.11%	188
2025 Q3	$462K	Hold	2,055	–	–	0.1%	195
2025 Q2	$447K	Buy	2,055 +803	+64%	+$148K	0.12%	179
2025 Q1	$201K	Hold	1,252	–	–	0.08%	249
2024 Q4	$217K	Sell	1,252 -8	-0.6%	-$1.59K	0.08%	252
2024 Q3	$250K	Buy	1,260 +130	+12%	+$26.3K	0.09%	238
2024 Q2	$219K	Sell	1,130 -55	-5%	-$11.5K	0.07%	223
2024 Q1	$259K	Buy	1,185 +8	+0.7%	+$1.59K	0.08%	204
2023 Q4	$227K	Buy	+1,177	New	+$199K	0.08%	201
2022 Q1	–	Sell	-1,400	Closed	-$251K	–	314
2021 Q4	$251K	Sell	1,400 -273	-16%	-$42.8K	0.07%	245
2021 Q3	$233K	Buy	+1,673	New	+$238K	0.06%	276

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

West Family Investments's FERG Position: Q2 2026 in Review

West Family Investments opened a new position in Ferguson (FERG) in Q2 2026: 1,053 shares worth $250K. The stake represents 0.07% of the portfolio and ranks #382 among its holdings. This is a return to the name: West Family Investments previously reported a position in FERG as recently as Q4 2025.

West Family Investments first reported a position in FERG in Q3 2021 and has held it in 12 quarters since. The position peaked at $462K in Q3 2025. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

West Family Investments held 1,053 shares of Ferguson worth $250K as of Q2 2026.
Ferguson was a new West Family Investments position in Q2 2026.
Ferguson made up 0.07% of West Family Investments's portfolio in Q2 2026, its #382 holding.
West Family Investments first reported a position in Ferguson in Q3 2021 and has held it in 12 quarters since.
West Family Investments's Ferguson position peaked at $462K in Q3 2025.
940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.