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Legacy Wealth Asset Management’s Rogers Corp ROG Stock Holding History

Legacy Wealth Asset Management’s Portfolio ROG Stock Details ROG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$319K Sell
2,088
-209
-9% -$27.7K 0.07% 309
2026
Q2 		$376K Buy
2,297
+271
+13% +$37.3K 0.08% 295
2026
Q1 		$217K Buy
+2,026
New +$208K 0.05% 353

Other funds holding ROG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

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

Legacy Wealth Asset Management reduced its Rogers Corp (ROG) stake by 9.1% in Q3 2026, selling an estimated $27.7K and leaving 2,088 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #309.

Legacy Wealth Asset Management first reported a position in ROG in Q1 2026 and has held it in 3 quarters since. The position peaked at $376K in Q2 2026. 12 funds tracked by Wall St. Rank hold ROG as of Q3 2026.

  • Legacy Wealth Asset Management held 2,088 shares of Rogers Corp worth $319K as of Q3 2026.
  • Legacy Wealth Asset Management sold 209 Rogers Corp shares in Q3 2026, an estimated $27.7K.
  • Rogers Corp made up 0.07% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #309 holding.
  • Legacy Wealth Asset Management first reported a position in Rogers Corp in Q1 2026 and has held it in 3 quarters since.
  • Legacy Wealth Asset Management's Rogers Corp position peaked at $376K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Rogers Corp as of Q3 2026.

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