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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
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 $12.5B AUM 18.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MGPI Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its MGP Ingredients (MGPI) position steady in Q1 2026 at 3 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Legacy Wealth Management (Idaho) first reported a position in MGPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $264 in Q4 2024. 146 funds tracked by Wall St. Rank hold MGPI as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 3 shares of MGP Ingredients worth $56 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its MGP Ingredients share count unchanged in Q1 2026.
  • MGP Ingredients made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1020 holding.
  • Legacy Wealth Management (Idaho) first reported a position in MGP Ingredients in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s MGP Ingredients position peaked at $264 in Q4 2024.
  • 146 funds tracked by Wall St. Rank held MGP Ingredients as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.