Nvest Wealth Strategies, Inc.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2106942
POWELL, OH
Position in FERG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$474
-$692 QoQ
Shares Held
2
-60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#923
of 932 holders
Holding Since
Mar 2026
2 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, 2026Nvest Wealth Strategies, Inc. holds $762 across 2 Industrial Distribution names. FERG ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
2 | $474 | |
| 2 | FAST |
Fastenal Co
|
6 | $288 |
All Filings in FERG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474 | 2 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $1,166 | 5 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||