Legacy Wealth Asset Management’s Enpro NPO Stock Holding History

Legacy Wealth Asset Management’s Portfolio NPO Stock Details NPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Sell	4,649 -159	-3%	-$49.4K	0.38%	61
2026 Q1	$1.21M	Sell	4,808 -84	-2%	-$21K	0.29%	87
2025 Q4	$1.05M	Buy	4,892 +3	+0.1%	+$663	0.26%	109
2025 Q3	$1.1M	Sell	4,889 -754	-13%	-$163K	0.27%	103
2025 Q2	$1.08M	Buy	5,643 +16	+0.3%	+$2.73K	0.27%	96
2025 Q1	$910K	Sell	5,627 -481	-8%	-$86.4K	0.25%	100
2024 Q4	$1.05M	Sell	6,108 -195	-3%	-$33K	0.29%	91
2024 Q3	$1.02M	Sell	6,303 -92	-1%	-$14.3K	0.27%	98
2024 Q2	$931K	Buy	6,395 +45	+0.7%	+$6.82K	0.26%	99
2024 Q1	$1.07M	Buy	6,350 +7	+0.1%	+$1.09K	0.3%	91
2023 Q4	$994K	Buy	6,343 +3	+0%	+$388	0.33%	89
2023 Q3	$768K	Sell	6,340 -192	-3%	-$25.3K	0.28%	109
2023 Q2	$872K	Buy	6,532 +119	+2%	+$12.6K	0.3%	90
2023 Q1	$666K	Sell	6,413 -128	-2%	-$14K	0.24%	140
2022 Q4	$711K	Sell	6,541 -735	-10%	-$79.5K	0.27%	127
2022 Q3	$618K	Buy	7,276 +2,254	+45%	+$205K	0.27%	130
2022 Q2	$411K	Buy	5,022 +1,006	+25%	+$93.8K	0.17%	197
2022 Q1	$392K	Buy	+4,016	New	+$427K	0.14%	217

Other funds holding NPO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM