World Investment Advisors
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1652594
SANTA BARBARA, CA
Position in FERG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,048,395
+$17,167 QoQ
Shares Held
8,631
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#405
of 938 holders
Holding Since
Sep 2025
4 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, 2026World Investment Advisors holds $5,275,536 across 6 Industrial Distribution names. FERG ranks #1 (38.8% of the industry book) .
All Filings in FERG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,048,395 | 8,631 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,031,228 | 8,708 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $352,423 | 1,583 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $261,186 | 1,163 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||