Triad Wealth Partners, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2012717
LAWRENCE, KS
Position in FERG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$374,032
+$64,263 QoQ
Shares Held
1,576
+18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#625
of 932 holders
Holding Since
Jun 2025
5 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, 2026Triad Wealth Partners, LLC holds $612,741 across 2 Industrial Distribution names. FERG ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
1,576 | $374,032 | |
| 2 | FAST |
Fastenal Co
|
4,970 | $238,709 |
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,032 | 1,576 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $309,769 | 1,328 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $271,385 | 1,219 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $261,411 | 1,164 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $206,644 | 949 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||