IMA Advisory Services, Inc.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1455495
DENVER, CO
Position in FERG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,138
+$15,905 QoQ
Shares Held
68
+6700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#825
of 932 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026IMA Advisory Services, Inc. holds $10,234,592 across 6 Industrial Distribution names. FERG ranks #3 (0.2% of the industry book) .
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,138 | 68 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $233 | 1 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $222 | 1 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $224 | 1 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $217 | 1 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||