Position in FERG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$205,765
-$33,562 QoQ
Shares Held
867
-19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#742
of 932 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $18,953,212 across 6 Industrial Distribution names. FERG ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
136,014 | $6,532,752 | |
| 2 | POOL |
Pool Corp
|
18,888 | $4,059,031 | |
| 3 | WSO |
Watsco Inc
|
8,143 | $3,393,432 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
2,081 | $2,830,992 | |
| 5 | SITE |
SiteOne Landscape Supply, Inc.
|
16,880 | $1,931,240 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
867 | $205,765 |
All Filings in FERG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,765 | 867 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $239,327 | 1,075 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||