WAM
FERG icon

Wilson Asset Management’s Ferguson FERG Stock Holding History

Wilson Asset 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
Q1 		$7.49M Buy
+32,130
New +$7.82M 2.12% 19
2025
Q2 		– Sell
-59,517
Closed -$9.54M – 35
2025
Q1 		$9.54M Sell
59,517
-33,092
-36% -$5.74M 2.55% 18
2024
Q4 		$16.1M Buy
92,609
+62,436
+207% +$12.4M 4.17% 13
2024
Q3 		$5.99M Buy
+30,173
New +$6.11M 1.45% 24

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Wilson Asset Management's FERG Position: Q1 2026 in Review

Wilson Asset Management opened a new position in Ferguson (FERG) in Q1 2026: 32,130 shares worth $7.49M. The stake represents 2.12% of the portfolio and ranks #19 among its holdings. This is a return to the name: Wilson Asset Management previously reported a position in FERG as recently as Q1 2025.

Wilson Asset Management first reported a position in FERG in Q3 2024 and has held it in 4 quarters since. The position peaked at $16.1M in Q4 2024. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Wilson Asset Management held 32,130 shares of Ferguson worth $7.49M as of Q1 2026.
  • Ferguson was a new Wilson Asset Management position in Q1 2026.
  • Ferguson made up 2.12% of Wilson Asset Management's portfolio in Q1 2026, its #19 holding.
  • Wilson Asset Management first reported a position in Ferguson in Q3 2024 and has held it in 4 quarters since.
  • Wilson Asset Management's Ferguson position peaked at $16.1M in Q4 2024.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Wilson Asset Management's 13F filing for Q1 2026, filed 12 May 2026.