Advisor OS, LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1767580 CHICAGO, IL

Position in FERG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$260,587

+$5,870 QoQ

Shares Held

1,098

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#695

of 932 holders

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Advisor OS, LLC holds $1,324,845 across 4 Industrial Distribution names. FERG ranks #4 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSO	Watsco Inc	1,020	$425,063
2	MSM	Msc Industrial Direct Co Inc	3,052	$363,035
3	GWW	W.W. Grainger, Inc.	203	$276,160
4	FERG	Ferguson Enterprises Inc. /DE/ This page	1,098	$260,587

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,587	1,098	+0.5%	Shares	Sole	2026-08-05
2026-03-31	$254,717	1,092	+3.6%	Shares	Sole	2026-05-08
2025-12-31	$234,649	1,054	-57.1%	Shares	Sole	2026-02-04
2024-09-30	$487,884	2,457	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.