Whipplewood Advisors, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2052510
LITTLETON, CO
Position in FERG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,271
-$3,659 QoQ
Shares Held
18
-47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#877
of 932 holders
Holding Since
Dec 2024
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, 2026Whipplewood Advisors, LLC holds $61,103 across 7 Industrial Distribution names. FERG ranks #4 (7.0% of the industry book) .
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,271 | 18 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,930 | 34 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $8,056 | 37 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $5,929 | 208 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $13,538 | 78 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||