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Woodward Diversified Capital’s Ferguson FERG Stock Holding History

Woodward Diversified 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 		$663K Sell
2,794
-20
-0.7% -$4.83K 0.29% 82
2026
Q1 		$733K Buy
2,814
+58
+2% +$14.1K 0.33% 78
2025
Q4 		$614K Sell
2,756
-83
-3% -$19.8K 0.28% 87
2025
Q3 		$638K Buy
2,839
+1,800
+173% +$408K 0.3% 82
2025
Q2 		$226K Buy
+1,039
New +$191K 0.11% 154

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Woodward Diversified Capital's FERG Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Ferguson (FERG) stake by 0.71% in Q2 2026, selling an estimated $4.83K and leaving 2,794 shares worth $663K. The position accounts for 0.29% of the portfolio, ranked #82.

Woodward Diversified Capital first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $733K in Q1 2026. 322 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Woodward Diversified Capital held 2,794 shares of Ferguson worth $663K as of Q2 2026.
  • Woodward Diversified Capital sold 20 Ferguson shares in Q2 2026, an estimated $4.83K.
  • Ferguson made up 0.29% of Woodward Diversified Capital's portfolio in Q2 2026, its #82 holding.
  • Woodward Diversified Capital first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Woodward Diversified Capital's Ferguson position peaked at $733K in Q1 2026.
  • 322 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.