Concord Wealth Partners

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1814214 ABINGDON, VA

Position in FERG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,695

+$4,805 QoQ

Shares Held

+500.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#867

of 932 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Concord Wealth Partners holds $3,509,447 across 5 Industrial Distribution names. FERG ranks #2 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	2,571	$3,497,588
2	FERG	Ferguson Enterprises Inc. /DE/ This page	24	$5,695
3	FAST	Fastenal Co	66	$3,169
4	POOL	Pool Corp	9	$1,934
5	XMTR	Xometry, Inc.	11	$1,061

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,695	24	+500.0%	Shares	Sole	2026-07-27
2025-12-31	$890	4	0.0%	Shares	Sole	2026-01-29
2025-09-30	$898	4	0.0%	Shares	Sole	2025-11-05
2025-06-30	$871	4	0.0%	Shares	Sole	2025-07-25
2025-03-31	$640	4	0.0%	Shares	Sole	2025-05-02
2024-12-31	$694	4	0.0%	Shares	Sole	2025-01-24
2024-09-30	$794	4	—	Shares	Sole	2024-10-24
No filing history on record for this holder in this stock.