Zacks Investment Management’s Ferguson FERG Stock Holding History

Zacks Investment 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	$74.1M	Sell	312,034 -932	-0.3%	-$225K	0.53%	55
2026 Q1	$73M	Sell	312,966 -482	-0.2%	-$117K	0.59%	48
2025 Q4	$69.8M	Sell	313,448 -76,098	-20%	-$18.2M	0.55%	48
2025 Q3	$87.5M	Buy	389,546 +295,635	+315%	+$66.9M	0.7%	37
2025 Q2	$20.4M	Buy	+93,911	New	+$17.3M	0.17%	133
2024 Q1	–	Sell	-19,468	Closed	-$3.76M	–	668
2023 Q4	$3.76M	Buy	+19,468	New	+$3.28M	0.05%	210

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Zacks Investment Management's FERG Position: Q2 2026 in Review

Zacks Investment Management reduced its Ferguson (FERG) stake by 0.3% in Q2 2026, selling an estimated $225K and leaving 312,034 shares worth $74.1M. The position accounts for 0.53% of the portfolio, ranked #55.

Zacks Investment Management first reported a position in FERG in Q4 2023 and has held it in 6 quarters since. The position peaked at $87.5M in Q3 2025. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Zacks Investment Management held 312,034 shares of Ferguson worth $74.1M as of Q2 2026.
Zacks Investment Management sold 932 Ferguson shares in Q2 2026, an estimated $225K.
Ferguson made up 0.53% of Zacks Investment Management's portfolio in Q2 2026, its #55 holding.
Zacks Investment Management first reported a position in Ferguson in Q4 2023 and has held it in 6 quarters since.
Zacks Investment Management's Ferguson position peaked at $87.5M in Q3 2025.
945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.