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Ferguson shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Ferguson (FERG) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Ferguson

Tip: Access up to 7 years of quarterly data

All positions including Ferguson held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ferguson by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.3M 23k 233.26

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ollies Bargain Outlt Hldgs I (OLLI)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dlocal Class A Com (DLO)
Amphenol Corp Cl A (APH)
Amazon (AMZN)

View all positions for Summit Trail Advisors

Top funds holding Ferguson

Vanguard Group
BlackRock
Wellington Management Company
Vanguard Portfolio Management
Vanguard Capital Management
FMR
Henderson Group
Bank of New York Mellon
State Street Corporation
WCM Investment Management
Franklin Resources
Geode Capital Management
Pictet Asset Management Holding SA
T. Rowe Price Investment Management
Parnassus Investments

View all funds holding Ferguson