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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

FERG holding history

Ferguson Enterprises Inc. in every 13F filed by Cornerstone Planning 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)
222
Value
$51.0K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of FERG by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026222$51.0K<0.1%+3+1.4%AddedHolders
Q1 2026219$55.2K<0.1%+22+11.2%AddedHolders
Q4 2025197$49.6K<0.1%+69+53.9%AddedHolders
Q3 2025128$31.5K<0.1%+82+178.3%AddedHolders
Q2 202546$10.4K<0.1%−28−37.8%ReducedHolders
Q1 202574$12.1K<0.1%+49+196.0%AddedHolders
Q4 202425$4.61K<0.1%+11+78.6%AddedHolders
Q3 202414$2.73K<0.1%+3+27.3%AddedHolders
Q2 202411$2.17K<0.1%00.0%UnchangedHolders
Q1 202411$2.39K<0.1%00.0%UnchangedHolders
Q4 202311$2.12K<0.1%00.0%UnchangedHolders
Q3 202311$1.81K<0.1%00.0%UnchangedHolders
Q2 202311$1.73K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202220$2.71K<0.1%–No prior filingHolders