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ProVise Management Group, LLC

SEC CIK
0001305707
Latest filing
Aug 3, 2026

FERG holding history

Ferguson Enterprises Inc. in every 13F filed by ProVise Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FERG overviewAll 13F holders of FERGFull Q2 2026 holdings

Shares (Q2 2026)
26,978
Value
$6.40M
% of portfolio
0.4%
Quarters held
2
Since Q1 2026
Holdings of FERG by ProVise Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,978$6.40M0.4%+4,754+21.4%AddedHolders
Q1 202622,224$5.18M0.4%+22,224NewHolders