UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1463217 IRVING, TX

Position in FERG

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$11,960,482

+$231,003 QoQ

Shares Held

50,396

+0.2% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#221

of 932 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $23,580,441 across 8 Industrial Distribution names. FERG ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/ This page	50,396	$11,960,482
2	GWW	W.W. Grainger, Inc.	4,197	$5,709,598
3	WSO	Watsco Inc	6,041	$2,517,465
4	FAST	Fastenal Co	34,485	$1,656,314
5	AIT	Applied Industrial Technologies Inc	1,596	$539,687
6	MSM	Msc Industrial Direct Co Inc	4,491	$534,204
7	POOL	Pool Corp	1,928	$414,327
8	WCC	Wesco International Inc	719	$248,364

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,960,482	50,396	+0.2%	Shares	Defined	2026-08-17
2026-03-31	$11,729,479	50,285	-2.1%	Shares	Defined	2026-05-15
2025-12-31	$11,437,393	51,374	-2.0%	Shares	Defined	2026-02-17
2025-09-30	$11,776,301	52,437	-5.7%	Shares	Defined	2025-11-14
2025-06-30	$12,110,819	55,618	+0.3%	Shares	Defined	2025-08-11
2025-03-31	$8,887,156	55,465	-0.8%	Shares	Defined	2025-05-13
2024-12-31	$9,708,117	55,932	+1.8%	Shares	Defined	2025-02-13
2024-09-30	$10,907,847	54,932	—	Shares	Defined	2024-11-12
No filing history on record for this holder in this stock.