Evelyn Partners Investment Management Services Ltd
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2065205
London, X0
Position in FERG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,230,884
-$47,342 QoQ
Shares Held
13,851
-5.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 Mar 31, 2026Evelyn Partners Investment Management Services Ltd holds $3,582,039 across 2 Industrial Distribution names. FERG ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
13,851 | $3,230,884 | |
| 2 | FAST |
Fastenal Co
|
7,568 | $351,155 |
All Filings in FERG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,230,884 | 13,851 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,278,226 | 14,725 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,346,242 | 14,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,698,266 | 16,984 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $2,721,346 | 16,984 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $3,119,747 | 17,974 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||