Moran Wealth Management, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1965334
Naples, FL
Position in FERG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,948,201
-$100,929 QoQ
Shares Held
25,063
-3.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#301
of 932 holders
Holding Since
Mar 2025
6 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, 2026Moran Wealth Management, LLC holds $14,363,739 across 2 Industrial Distribution names. FERG ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
|
24,887 | $8,415,538 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
25,063 | $5,948,201 |
All Filings in FERG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,948,201 | 25,063 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,049,130 | 25,933 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,666,156 | 25,451 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,996,286 | 26,700 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,820,239 | 26,729 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,490,285 | 28,024 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||