WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1632972
PLYMOUTH, MN
Position in FERG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$32,880,410
+$23,999,736 QoQ
Shares Held
138,543
+263.9% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#136
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $132,806,243 across 16 Industrial Distribution names. FERG ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
1,053,683 | $50,608,394 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
138,543 | $32,880,410 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
15,621 | $21,250,808 | |
| 4 | WCC |
Wesco International Inc
|
18,456 | $6,375,256 | |
| 5 | WSO |
Watsco Inc
|
13,176 | $5,490,834 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
13,753 | $4,650,576 | |
| 7 | POOL |
Pool Corp
|
17,323 | $3,722,712 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
19,231 | $2,287,527 |
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,880,410 | 138,543 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,880,674 | 38,072 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,108,582 | 13,963 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,204,307 | 14,268 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,497,519 | 80,356 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,311,963 | 8,188 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,135,668 | 6,543 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,715,640 | 23,748 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||