Morgan Stanley
LGCY

Morgan Stanley’s Legacy Education Inc LGCY Stock Holding History

Morgan Stanley’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.3K Buy
5,053
+3,877
+330% +$45.7K ﹤0.01% 6331
2025
Q4 		$12K Sell
1,176
-1,718
-59% -$16.5K ﹤0.01% 6846
2025
Q3 		$27.7K Sell
2,894
-11,808
-80% -$138K ﹤0.01% 6590
2025
Q2 		$164K Buy
14,702
+11,800
+407% +$96.7K ﹤0.01% 5924
2025
Q1 		$20.8K Buy
+2,902
New +$22.8K ﹤0.01% 6564

Other funds holding LGCY

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Morgan Stanley's LGCY Position: Q1 2026 in Review

Morgan Stanley increased its Legacy Education Inc (LGCY) stake by 330% in Q1 2026, buying an estimated $45.7K and bringing the position to 5,053 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6331.

Morgan Stanley first reported a position in LGCY in Q1 2025 and has held it in 5 quarters since. The position peaked at $164K in Q2 2025. 58 funds tracked by Wall St. Rank hold LGCY as of Q1 2026.

  • Morgan Stanley held 5,053 shares of Legacy Education Inc worth $63.3K as of Q1 2026.
  • Morgan Stanley bought 3,877 Legacy Education Inc shares in Q1 2026, an estimated $45.7K.
  • Legacy Education Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6331 holding.
  • Morgan Stanley first reported a position in Legacy Education Inc in Q1 2025 and has held it in 5 quarters since.
  • Morgan Stanley's Legacy Education Inc position peaked at $164K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Legacy Education Inc as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.