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Legacy Wealth Management (Idaho)’s MGP Ingredients MGPI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$56 – 640
2026
Q1 		$56 Hold
3
– – ﹤0.01% 1020
2025
Q4 		$73 Hold
3
– – ﹤0.01% 905
2025
Q3 		$73 Sell
3
-5
-63% -$145 ﹤0.01% 763
2025
Q2 		$240 Hold
8
– – ﹤0.01% 698
2025
Q1 		$236 Hold
8
– – ﹤0.01% 760
2024
Q4 		$264 Buy
8
+5
+167% +$272 ﹤0.01% 701
2024
Q3 		$152 Buy
+3
New +$248 ﹤0.01% 676

Other funds holding MGPI

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MGPI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of MGP Ingredients (MGPI) in Q2 2026, closing a stake of 3 shares — an estimated $56 sold.

Legacy Wealth Management (Idaho) first reported a position in MGPI in Q3 2024 and held it in 7 quarters. The position peaked at $264 in Q4 2024. 150 funds tracked by Wall St. Rank hold MGPI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining MGP Ingredients position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3 MGP Ingredients shares in Q2 2026, an estimated $56.
  • Legacy Wealth Management (Idaho) first reported a position in MGP Ingredients in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s MGP Ingredients position peaked at $264 in Q4 2024.
  • 150 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.