CT
LEG

Caldwell Trust’s Leggett & Platt LEG Stock Holding History

Caldwell Trust’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,150
Closed -$9.1K – 756
2025
Q1 		$9.1K Hold
1,150
– – ﹤0.01% 644
2024
Q4 		$11K Hold
1,150
– – ﹤0.01% 601
2024
Q3 		$15.7K Hold
1,150
– – ﹤0.01% 577
2024
Q2 		$13.2K Hold
1,150
– – ﹤0.01% 589
2024
Q1 		$22K Sell
1,150
-646
-36% -$14K ﹤0.01% 544
2023
Q4 		$47K Hold
1,796
– – 0.01% 455
2023
Q3 		$45.6K Hold
1,796
– – 0.01% 453
2023
Q2 		$53.2K Sell
1,796
-506
-22% -$15.9K 0.01% 442
2023
Q1 		$73.4K Sell
2,302
-90
-4% -$3.03K 0.01% 386
2022
Q4 		$77.1K Sell
2,392
-389
-14% -$13.1K 0.01% 371
2022
Q3 		$92.4K Sell
2,781
-141
-5% -$5.36K 0.01% 355
2022
Q2 		$101K Hold
2,922
– – 0.01% 357
2022
Q1 		$102K Sell
2,922
-100
-3% -$3.83K 0.01% 366
2021
Q4 		$124K Buy
3,022
+1,089
+56% +$47.3K 0.01% 345
2021
Q3 		$86.7K Hold
1,933
– – 0.01% 377
2021
Q2 		$100K Buy
1,933
+1,000
+107% +$52K 0.01% 364
2021
Q1 		$42.6K Sell
933
-641
-41% -$28.5K 0.01% 454
2020
Q4 		$69.7K Sell
1,574
-150
-9% -$6.43K 0.01% 376
2020
Q3 		$71K Sell
1,724
-2,638
-60% -$105K 0.01% 366
2020
Q2 		$153K Sell
4,362
-1,226
-22% -$38K 0.03% 274
2020
Q1 		$149K Sell
5,588
-190
-3% -$7.91K 0.03% 270
2019
Q4 		$294K Buy
+5,778
New +$283K 0.04% 227

Other funds holding LEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Caldwell Trust's LEG Position: Q2 2025 in Review

Caldwell Trust sold out of Leggett & Platt (LEG) in Q2 2025, closing a stake of 1,150 shares — an estimated $9.1K sold.

Caldwell Trust first reported a position in LEG in Q4 2019 and held it in 22 quarters. The position peaked at $294K in Q4 2019. 337 funds tracked by Wall St. Rank hold LEG as of Q2 2025.

  • Caldwell Trust reported no remaining Leggett & Platt position as of Q2 2025 after selling out during the quarter.
  • Caldwell Trust sold 1,150 Leggett & Platt shares in Q2 2025, an estimated $9.1K.
  • Caldwell Trust first reported a position in Leggett & Platt in Q4 2019 and held it in 22 quarters.
  • Caldwell Trust's Leggett & Platt position peaked at $294K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held Leggett & Platt as of Q2 2025.

Based on Caldwell Trust's 13F filing for Q2 2025, filed 22 Sep 2025.