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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, 2026

WEALTH 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
2 FERG
Ferguson Enterprises Inc. /DE/
This page
138,543 $32,880,410

All Filings in FERG

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $32,880,410 138,543
2026-03-31 $8,880,674 38,072
2025-12-31 $3,108,582 13,963
2025-09-30 $3,204,307 14,268
2025-06-30 $17,497,519 80,356
2025-03-31 $1,311,963 8,188
2024-12-31 $1,135,668 6,543
2024-09-30 $4,715,640 23,748