HIW
LGCY

Holos Integrated Wealth’s Legacy Education Inc LGCY Stock Holding History

Holos Integrated Wealth’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.61M Hold
852,550
– – 4.49% 6
2026
Q1 		$10.3M Sell
852,550
-81,803
-9% -$965K 5.22% 3
2025
Q4 		$9.67M Hold
934,353
– – 5.4% 3
2025
Q3 		$8.63M Sell
934,353
-69,000
-7% -$806K 5.08% 4
2025
Q2 		$10.9M Sell
1,003,353
-16,000
-2% -$131K 6.56% 4
2025
Q1 		$7.31M Buy
1,019,353
+719,353
+240% +$5.65M 4.79% 5
2024
Q4 		$2.5M Buy
+300,000
New +$1.99M 1.71% 17

Other funds holding LGCY

PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Holos Integrated Wealth's LGCY Position: Q2 2026 in Review

Holos Integrated Wealth held its Legacy Education Inc (LGCY) position steady in Q2 2026 at 852,550 shares worth $9.61M. The position accounts for 4.49% of the portfolio, ranked #6.

Holos Integrated Wealth first reported a position in LGCY in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q2 2025. 7 funds tracked by Wall St. Rank hold LGCY as of Q2 2026.

  • Holos Integrated Wealth held 852,550 shares of Legacy Education Inc worth $9.61M as of Q2 2026.
  • Holos Integrated Wealth left its Legacy Education Inc share count unchanged in Q2 2026.
  • Legacy Education Inc made up 4.49% of Holos Integrated Wealth's portfolio in Q2 2026, its #6 holding.
  • Holos Integrated Wealth first reported a position in Legacy Education Inc in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Legacy Education Inc position peaked at $10.9M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Legacy Education Inc as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.