WT
FERG icon

Whittier Trust’s Ferguson FERG Stock Holding History

Whittier Trust’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 		$19.5K Buy
85
+4
+5% +$965 ﹤0.01% 1034
2026
Q1 		$19.4K Hold
81
– – ﹤0.01% 1005
2025
Q4 		$18.3K Hold
81
– – ﹤0.01% 1043
2025
Q3 		$18.8K Hold
81
– – ﹤0.01% 1010
2025
Q2 		$17.6K Sell
81
-688
-89% -$127K ﹤0.01% 1132
2025
Q1 		$123K Sell
769
-279
-27% -$48.4K ﹤0.01% 732
2024
Q4 		$182K Hold
1,048
– – ﹤0.01% 674
2024
Q3 		$208K Hold
1,048
– – ﹤0.01% 669
2024
Q2 		$203K Buy
1,048
+42
+4% +$8.81K ﹤0.01% 646
2024
Q1 		$220K Buy
1,006
+688
+216% +$137K ﹤0.01% 630
2023
Q4 		$61.4K Hold
318
– – ﹤0.01% 874
2023
Q3 		$52.3K Hold
318
– – ﹤0.01% 915
2023
Q2 		$50K Sell
318
-1,876
-86% -$267K ﹤0.01% 931
2023
Q1 		$293K Buy
2,194
+465
+27% +$64.6K 0.01% 577
2022
Q4 		$220K Sell
1,729
-17
-1% -$1.98K ﹤0.01% 626
2022
Q3 		$180K Buy
1,746
+556
+47% +$64.9K ﹤0.01% 659
2022
Q2 		$132K Buy
1,190
+1,123
+1,676% +$136K ﹤0.01% 729
2022
Q1 		$9K Hold
67
– – ﹤0.01% 1350
2021
Q4 		$12K Hold
67
– – ﹤0.01% 1288
2021
Q3 		$9K Buy
67
+28
+72% +$3.99K ﹤0.01% 1259
2021
Q2 		$5K Hold
39
– – ﹤0.01% 1354
2021
Q1 		$5K Buy
+39
New +$4.76K ﹤0.01% 1351

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

Whittier Trust's FERG Position: Q2 2026 in Review

Whittier Trust increased its Ferguson (FERG) stake by 4.9% in Q2 2026, buying an estimated $965 and bringing the position to 85 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Whittier Trust first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. The position peaked at $293K in Q1 2023. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Whittier Trust held 85 shares of Ferguson worth $19.5K as of Q2 2026.
  • Whittier Trust bought 4 Ferguson shares in Q2 2026, an estimated $965.
  • Ferguson made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1034 holding.
  • Whittier Trust first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • Whittier Trust's Ferguson position peaked at $293K in Q1 2023.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.