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Westerkirk Capital’s Ferguson FERG Stock Holding History

Westerkirk Capital’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 		$4.1M Hold
17,271
– – 0.39% 51
2026
Q1 		$4.03M Hold
17,271
– – 0.43% 52
2025
Q4 		$3.85M Sell
17,271
-7,400
-30% -$1.77M 0.37% 53
2025
Q3 		$5.54M Buy
24,671
+7,371
+43% +$1.67M 0.63% 34
2025
Q2 		$3.77M Buy
+17,300
New +$3.18M 0.46% 47

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Westerkirk Capital's FERG Position: Q2 2026 in Review

Westerkirk Capital held its Ferguson (FERG) position steady in Q2 2026 at 17,271 shares worth $4.1M. The position accounts for 0.39% of the portfolio, ranked #51.

Westerkirk Capital first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.54M in Q3 2025. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Westerkirk Capital held 17,271 shares of Ferguson worth $4.1M as of Q2 2026.
  • Westerkirk Capital left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.39% of Westerkirk Capital's portfolio in Q2 2026, its #51 holding.
  • Westerkirk Capital first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Ferguson position peaked at $5.54M in Q3 2025.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.