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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
Q2 		$12.3M Buy
51,678
+19,548
+61% +$4.72M 3.37% 14
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 $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

Wilson Asset Management's FERG Position: Q2 2026 in Review

Wilson Asset Management increased its Ferguson (FERG) stake by 61% in Q2 2026, buying an estimated $4.72M and bringing the position to 51,678 shares worth $12.3M. The position accounts for 3.37% of the portfolio, ranked #14.

Wilson Asset Management first reported a position in FERG in Q3 2024 and has held it in 5 quarters since. The position peaked at $16.1M in Q4 2024. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Wilson Asset Management held 51,678 shares of Ferguson worth $12.3M as of Q2 2026.
  • Wilson Asset Management bought 19,548 Ferguson shares in Q2 2026, an estimated $4.72M.
  • Ferguson made up 3.37% of Wilson Asset Management's portfolio in Q2 2026, its #14 holding.
  • Wilson Asset Management first reported a position in Ferguson in Q3 2024 and has held it in 5 quarters since.
  • Wilson Asset Management's Ferguson position peaked at $16.1M in Q4 2024.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Wilson Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.