Legacy Wealth Asset Management, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1846151
WOODBURY, MN
Position in FERG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$686,595
+$9,908 QoQ
Shares Held
2,893
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#540
of 932 holders
Holding Since
Sep 2024
5 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, 2026Legacy Wealth Asset Management, LLC holds $1,949,699 across 4 Industrial Distribution names. FERG ranks #2 (35.2% of the industry book) .
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,595 | 2,893 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $676,687 | 2,901 | Shares | Sole | 2026-04-08 | |
| 2025-03-31 | $643,323 | 4,015 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $693,412 | 3,995 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $794,081 | 3,999 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||