Outlook Wealth Advisors, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1767151
SHENANDOAH, TX
Position in FERG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$472,998
+$21,640 QoQ
Shares Held
1,993
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#588
of 932 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, 2026Outlook Wealth Advisors, LLC holds $780,918 across 2 Industrial Distribution names. FERG ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
1,993 | $472,998 | |
| 2 | FAST |
Fastenal Co
|
6,411 | $307,920 |
All Filings in FERG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,998 | 1,993 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $451,358 | 1,935 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $443,478 | 1,992 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $313,962 | 1,398 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||