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Creative Planning FERG Position History
Ferguson Enterprises Inc. • Industrials
Quarters held
8
Latest value
$11M
Q3 2026
Peak value
$11M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.8M |
| Q3 2025 | $99K |
| Q4 2025 | $7M |
| Q1 2026 | $8.2M |
| Q2 2026 | $108K |
| Q2 2026 | $9.2M |
| Q3 2026 | $106K |
| Q3 2026 | $11M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11M | 49.4K | — | — |
| Q3 2026 | $106K | 474 | — | — |
| Q2 2026 | $9.2M | 39.0K | — | — |
| Q2 2026 | $108K | 457 | — | — |
| Q1 2026 | $8.2M | 35.0K | — | — |
| Q4 2025 | $7M | 31.6K | — | — |
| Q3 2025 | $99K | 440 | — | — |
| Q3 2025 | $6.8M | 30.4K | — | — |