Position in WSO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$412,537
+$212,409 QoQ
Shares Held
1,134
+129.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Patten Group, Inc. holds $328,939 across 1 Industrial Distribution name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,386 | $328,939 |
All Filings in WSO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,537 | 1,134 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $200,128 | 495 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||