AE Wealth Management LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1697723 TOPEKA, KS

Position in FERG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$397,758

+$58,836 QoQ

Shares Held

1,676

+15.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#616

of 932 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $29,468,586 across 4 Industrial Distribution names. FERG ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSO	Watsco Inc	65,866	$27,448,306
2	GWW	W.W. Grainger, Inc.	728	$990,361
3	FAST	Fastenal Co	13,162	$632,161
4	FERG	Ferguson Enterprises Inc. /DE/ This page	1,676	$397,758

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,758	1,676	+15.3%	Shares	Other	2026-08-03
2026-03-31	$338,922	1,453	+8.4%	Shares	Other	2026-05-13
2025-12-31	$298,543	1,341	-16.7%	Shares	Other	2026-01-26
2025-09-30	$361,569	1,610	+16.9%	Shares	Other	2025-11-03
2025-06-30	$299,840	1,377	-85.5%	Shares	Sole	2025-08-06
2024-09-30	$1,886,412	9,500	—	Shares	Other	2024-11-14
No filing history on record for this holder in this stock.