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Legacy Wealth Asset Management’s Equinor EQNR Stock Holding History

Legacy Wealth Asset Management’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.18M Buy
28,296
+266
+0.9% +$10.7K 0.26% 114
2026
Q2 		$880K Sell
28,030
-7,892
-22% -$295K 0.19% 141
2026
Q1 		$1.52M Buy
35,922
+13,523
+60% +$408K 0.37% 64
2025
Q4 		$529K Sell
22,399
-2,406
-10% -$56.7K 0.13% 247
2025
Q3 		$605K Buy
24,805
+437
+2% +$11K 0.15% 228
2025
Q2 		$613K Sell
24,368
-28,803
-54% -$696K 0.16% 208
2025
Q1 		$1.41M Buy
53,171
+12,205
+30% +$296K 0.39% 74
2024
Q4 		$970K Sell
40,966
-14,271
-26% -$343K 0.26% 97
2024
Q3 		$1.4M Buy
55,237
+55
+0.1% +$1.45K 0.38% 73
2024
Q2 		$1.58M Buy
55,182
+7,319
+15% +$204K 0.44% 61
2024
Q1 		$1.29M Buy
47,863
+2,478
+5% +$67.9K 0.36% 70
2023
Q4 		$1.44M Buy
45,385
+2,505
+6% +$81.1K 0.47% 60
2023
Q3 		$1.41M Buy
42,880
+16,138
+60% +$500K 0.52% 55
2023
Q2 		$781K Buy
26,742
+206
+0.8% +$5.87K 0.27% 104
2023
Q1 		$754K Buy
26,536
+6,402
+32% +$193K 0.27% 113
2022
Q4 		$721K Sell
20,134
-14,252
-41% -$511K 0.27% 124
2022
Q3 		$1.14M Buy
+34,386
New +$1.24M 0.5% 55

Other funds holding EQNR

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Legacy Wealth Asset Management's EQNR Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Equinor (EQNR) stake by 0.95% in Q3 2026, buying an estimated $10.7K and bringing the position to 28,296 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #114.

Legacy Wealth Asset Management first reported a position in EQNR in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.58M in Q2 2024. 37 funds tracked by Wall St. Rank hold EQNR as of Q3 2026.

  • Legacy Wealth Asset Management held 28,296 shares of Equinor worth $1.18M as of Q3 2026.
  • Legacy Wealth Asset Management bought 266 Equinor shares in Q3 2026, an estimated $10.7K.
  • Equinor made up 0.26% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #114 holding.
  • Legacy Wealth Asset Management first reported a position in Equinor in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Equinor position peaked at $1.58M in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Equinor as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.