Acumen Wealth Advisors, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1939202
CHATTANOOGA, TN
Position in FERG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,543
-$7,785 QoQ
Shares Held
36
-48.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#850
of 932 holders
Holding Since
Mar 2026
2 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, 2026Acumen Wealth Advisors, LLC holds $20,550 across 2 Industrial Distribution names. FERG ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
250 | $12,007 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
36 | $8,543 |
All Filings in FERG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,543 | 36 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,328 | 70 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||