CreativeOne Wealth, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1739728
OVERLAND PARK, KS
Position in FERG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$511,445
-$48,611 QoQ
Shares Held
2,155
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#577
of 932 holders
Holding Since
Jun 2025
5 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, 2026CreativeOne Wealth, LLC holds $1,775,803 across 2 Industrial Distribution names. FERG ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
|
3,034 | $1,264,358 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
2,155 | $511,445 |
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,445 | 2,155 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $560,056 | 2,401 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $503,811 | 2,263 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $975,799 | 4,345 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $499,300 | 2,293 | Shares | Other | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||