Holos Integrated Wealth
LGCY icon

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
Q3 		$8.73M Hold
852,550
– – 3.92% 6
2026
Q2 		$9.6M Hold
852,550
– – 4.49% 6
2026
Q1 		$10.3M Sell
852,550
-81,803
-9% -$965K 5.22% 3
2025
Q4 		$9.7M 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

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Holos Integrated Wealth's LGCY Position: Q3 2026 in Review

Holos Integrated Wealth held its Legacy Education Inc (LGCY) position steady in Q3 2026 at 852,550 shares worth $8.73M. The position accounts for 3.92% of the portfolio, ranked #6.

Holos Integrated Wealth first reported a position in LGCY in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q2 2025. 7 funds tracked by Wall St. Rank hold LGCY as of Q3 2026.

  • Holos Integrated Wealth held 852,550 shares of Legacy Education Inc worth $8.73M as of Q3 2026.
  • Holos Integrated Wealth left its Legacy Education Inc share count unchanged in Q3 2026.
  • Legacy Education Inc made up 3.92% of Holos Integrated Wealth's portfolio in Q3 2026, its #6 holding.
  • Holos Integrated Wealth first reported a position in Legacy Education Inc in Q4 2024 and has held it in 8 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 Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.