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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → FERG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FERG Position History
Ferguson Enterprises Inc. • Industrials
Quarters held
5
Latest value
$9.5M
Q3 2026
Peak value
$30.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q4 2025 | $3.2M |
| Q1 2026 | $8.7M |
| Q2 2026 | $30.9M |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 44.8K | — | — |
| Q2 2026 | $30.9M | 138.5K | — | — |
| Q1 2026 | $8.7M | 38.1K | — | — |
| Q4 2025 | $3.2M | 14.0K | — | — |
| Q3 2025 | $3.3M | 14.3K | — | — |