HVCM
LGN

Hel Ved Capital Management’s Legence Corp LGN Stock Holding History

Hel Ved Capital Management’s Portfolio LGN Stock Details LGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.34M Buy
39,165
+9,495
+32% +$774K 0.25% 55
2026
Q1 		$1.68M Sell
29,670
-226,080
-88% -$11.4M 0.2% 43
2025
Q4 		$11M Buy
+255,750
New +$10.1M 2.96% 11

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

Hel Ved Capital Management's LGN Position: Q2 2026 in Review

Hel Ved Capital Management increased its Legence Corp (LGN) stake by 32% in Q2 2026, buying an estimated $774K and bringing the position to 39,165 shares worth $3.34M. The position accounts for 0.25% of the portfolio, ranked #55.

Hel Ved Capital Management first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $11M in Q4 2025. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Hel Ved Capital Management held 39,165 shares of Legence Corp worth $3.34M as of Q2 2026.
  • Hel Ved Capital Management bought 9,495 Legence Corp shares in Q2 2026, an estimated $774K.
  • Legence Corp made up 0.25% of Hel Ved Capital Management's portfolio in Q2 2026, its #55 holding.
  • Hel Ved Capital Management first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • Hel Ved Capital Management's Legence Corp position peaked at $11M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Hel Ved Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.