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Legacy Wealth Management (Idaho)’s Omega Healthcare OHI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-225
Closed -$9.86K – 702
2026
Q1 		$9.86K Hold
225
– – ﹤0.01% 488
2025
Q4 		$9.98K Buy
225
+214
+1,945% +$9.22K ﹤0.01% 426
2025
Q3 		$465 Hold
11
– – ﹤0.01% 689
2025
Q2 		$404 Sell
11
-15
-58% -$557 ﹤0.01% 671
2025
Q1 		$991 Hold
26
– – ﹤0.01% 643
2024
Q4 		$986 Buy
26
+15
+136% +$599 ﹤0.01% 594
2024
Q3 		$441 Buy
+11
New +$416 ﹤0.01% 622

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) sold out of Omega Healthcare (OHI) in Q2 2026, closing a stake of 225 shares — an estimated $9.86K sold.

Legacy Wealth Management (Idaho) first reported a position in OHI in Q3 2024 and held it in 7 quarters. The position peaked at $9.98K in Q4 2025. 764 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Omega Healthcare position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 225 Omega Healthcare shares in Q2 2026, an estimated $9.86K.
  • Legacy Wealth Management (Idaho) first reported a position in Omega Healthcare in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Omega Healthcare position peaked at $9.98K in Q4 2025.
  • 764 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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