UBS Group
LGCY

UBS Group’s Legacy Education Inc LGCY Stock Holding History

UBS Group’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
Q2 		$200K Sell
17,015
-1,486
-8% -$17.5K ﹤0.01% 6791
2026
Q1 		$232K Buy
18,501
+17,510
+1,767% +$207K ﹤0.01% 6551
2025
Q4 		$10.1K Buy
991
+705
+247% +$6.78K ﹤0.01% 8242
2025
Q3 		$2.74K Sell
286
-3,982
-93% -$46.5K ﹤0.01% 9128
2025
Q2 		$47.7K Sell
4,268
-3,350
-44% -$27.4K ﹤0.01% 7813
2025
Q1 		$54.6K Sell
7,618
-5,987
-44% -$47.1K ﹤0.01% 7520
2024
Q4 		$113K Buy
+13,605
New +$90.3K ﹤0.01% 6792

Other funds holding LGCY

RA
Royce & Associates New York $12.4B AUM 64.17% 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 $5.65B AUM 61.31% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

UBS Group's LGCY Position: Q2 2026 in Review

UBS Group reduced its Legacy Education Inc (LGCY) stake by 8% in Q2 2026, selling an estimated $17.5K and leaving 17,015 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #6791.

UBS Group first reported a position in LGCY in Q4 2024 and has held it in 7 quarters since. The position peaked at $232K in Q1 2026. 50 funds tracked by Wall St. Rank hold LGCY as of Q2 2026.

  • UBS Group held 17,015 shares of Legacy Education Inc worth $200K as of Q2 2026.
  • UBS Group sold 1,486 Legacy Education Inc shares in Q2 2026, an estimated $17.5K.
  • Legacy Education Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6791 holding.
  • UBS Group first reported a position in Legacy Education Inc in Q4 2024 and has held it in 7 quarters since.
  • UBS Group's Legacy Education Inc position peaked at $232K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Legacy Education Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.