MISSION WEALTH MANAGEMENT, LP
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1645382
Santa Barbara, CA
Position in FERG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$722,907
+$47,853 QoQ
Shares Held
3,046
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#533
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $4,325,508 across 6 Industrial Distribution names. FERG ranks #2 (16.7% of the industry book) .
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,907 | 3,046 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $675,054 | 2,894 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $649,856 | 2,919 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $660,938 | 2,943 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $665,444 | 3,056 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $488,701 | 3,050 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $517,759 | 2,983 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $598,291 | 3,013 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||