Private Wealth Management Group, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2011342
PRINCETON, NJ
Position in FERG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,935
+$342 QoQ
Shares Held
84
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#819
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Private Wealth Management Group, LLC holds $165,338 across 14 Industrial Distribution names. FERG ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
26 | $35,370 | |
| 2 | WCC |
Wesco International Inc
|
97 | $33,506 | |
| 3 | FAST |
Fastenal Co
|
658 | $31,603 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
84 | $19,935 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
36 | $12,173 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
95 | $11,300 | |
| 7 | POOL |
Pool Corp
|
22 | $4,727 | |
| 8 | WSO |
Watsco Inc
|
11 | $4,584 |
All Filings in FERG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,935 | 84 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,593 | 84 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $18,700 | 84 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,864 | 84 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,291 | 84 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,094 | 63 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,719 | 56 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $14,098 | 71 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||