Legacy Wealth Asset Management, LLC Sells in Q4 2025

Legacy Wealth Asset Management, LLC

  • $347 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-1.97K
- 88.83%
$982.75 - $1235.28 $1.93M - $2.43M
247 $280K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-7.52K
- 11.79%
$73.78 - $98.43 $555K - $741K
56.3K $4.15M
BZ
Kanzhun LTD

Industrials
-26.8K
- 21.99%
$20.56 - $24.38 $551K - $653K
95.1K $1.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.86K
- 60.72%
$401.99 - $468.37 $749K - $873K
1.21K $493K
GMAB
Genmab A/S

Healthcare
-24.6K
- 52.72%
$28.61 - $33.56 $703K - $824K
22K $666K
SYK
Stryker Corp

Healthcare
-1.75K
- 73.37%
$353.81 - $388.35 $618K - $678K
634 $228K
BWXT
Bwx Technologies, Inc.

Industrials
-2.53K
- 32.15%
$177.88 - $215.86 $450K - $547K
5.34K $952K
ADP
Automatic Data Processing Inc

Industrials
-704
- 10.52%
$250.9 - $292.94 $177K - $206K
5.99K $1.5M
ZLAB
Zai Lab LTD

Healthcare
-6.24K
- 28.17%
$21.73 - $34.44 $136K - $215K
15.9K $345K
SNPS
Synopsys Inc

Technology
-232
- 7.64%
$389.83 - $489.36 $90.4K - $114K
2.8K $1.09M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-744
- 45.28%
$388.45 - $478.99 $289K - $356K
899 $350K
CL
Colgate Palmolive CO

Consumer Defensive
-3.49K
- 14.8%
$74.98 - $79.86 $262K - $279K
20.1K $1.59M
BHP
Bhp Group LTD

Basic Materials
-4.42K
- 14.56%
$53.62 - $57.96 $237K - $256K
25.9K $1.42M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-20.6K
- 24.58%
$18.04 - $21.83 $371K - $449K
63.2K $1.34M
MSI
Motorola Solutions, Inc.

Technology
-371
- 22.66%
$379.98 - $462.26 $141K - $171K
1.27K $481K
ASX
Ase Technology Holding Co., Ltd.

Technology
-78K
- 31.16%
$11.08 - $16.19 $865K - $1.26M
172K $2.52M
SAN
Banco Santander, S.A.

Financial Services
-26.7K
- 25.75%
$9.65 - $11.03 $257K - $294K
76.9K $827K
PRGO
Perrigo CO PLC

Healthcare
-4.64K
- 20.47%
$13.78 - $22.51 $63.9K - $104K
18K $248K
UBS
Ubs Group Ag

Financial Services
-3.36K
- 5.8%
$37.56 - $41.1 $126K - $138K
54.6K $2.13M
AON
Aon PLC

Financial Services
-579
- 8.27%
$326.07 - $366.93 $189K - $212K
6.42K $2.25M
ASML
Asml Holding Nv

Technology
-391
- 13.12%
$936.19 - $1075.45 $366K - $421K
2.59K $2.64M
AAON
Aaon, Inc.

Industrials
-2.64K
- 34.03%
$89.93 - $106.24 $237K - $280K
5.12K $481K
AMT
American Tower Corp

Real Estate
-743
- 9.39%
$176.64 - $193.32 $131K - $144K
7.17K $1.29M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.35K
- 21.04%
$29.81 - $42.36 $99.7K - $142K
12.6K $396K
NSP
Insperity, Inc.

Industrials
-364
- 2.93%
$32.66 - $49.35 $11.9K - $18K
12.1K $393K
CW
Curtiss Wright Corp

Industrials
-452
- 10.84%
$536.42 - $601.78 $242K - $272K
3.72K $2.05M
NKE
Nike, Inc.

Consumer Cyclical
-1.84K
- 15.16%
$60.8 - $74.57 $112K - $137K
10.3K $646K
CNI
Canadian National Railway CO

Industrials
-2.25K
- 12.61%
$93.17 - $97.87 $210K - $221K
15.6K $1.49M
TPR
Tapestry, Inc.

Consumer Cyclical
-863
- 9.86%
$98.81 - $117.14 $85.3K - $101K
7.89K $800K
MNDY
Monday.Com Ltd.

Technology
-659
- 25.7%
$159.11 - $205.24 $105K - $135K
1.91K $305K
MFG
Mizuho Financial Group Inc

Financial Services
-37.4K
- 15.69%
$6.09 - $7.05 $228K - $264K
201K $1.42M
ZTS
Zoetis Inc.

Healthcare
-430
- 9.79%
$118.8 - $147.53 $51.1K - $63.4K
3.96K $470K
MTB
M&T Bank Corp

Financial Services
-699
- 23.49%
$178.63 - $195.63 $125K - $137K
2.28K $425K
ATR
Aptargroup, Inc.

Healthcare
-731
- 14.58%
$113.12 - $134.14 $82.7K - $98.1K
4.28K $507K
EVR
Evercore Inc.

Financial Services
-7
- 0.18%
$291.66 - $334.01 $2.04K - $2.34K
3.81K $1.13M
BOKF
Bok Financial Corp

Financial Services
-1.25K
- 31.5%
$104.31 - $115.53 $131K - $145K
2.73K $293K
ACN
Accenture PLC

Technology
-510
- 15.3%
$234.02 - $253.35 $119K - $129K
2.82K $681K
USPH
U S Physical Therapy Inc

Healthcare
-267
- 2.96%
$71.22 - $93.16 $19K - $24.9K
8.76K $627K
UTZ
Utz Brands, Inc.

Consumer Defensive
-5.72K
- 11.89%
$9.91 - $12.63 $56.7K - $72.3K
42.4K $445K
CHE
Chemed Corp

Healthcare
-235
- 9.22%
$429.66 - $465.54 $101K - $109K
2.31K $1.01M
AFG
American Financial Group Inc

Financial Services
-838
- 26.42%
$129.81 - $148.71 $109K - $125K
2.33K $332K
CHKP
Check Point Software Technologies LTD

Technology
-247
- 3.14%
$188.36 - $204.97 $46.5K - $50.6K
7.63K $1.51M
TM
Toyota Motor Corp

Consumer Cyclical
-891
- 12.27%
$185.22 - $211.24 $165K - $188K
6.37K $1.27M
CAE
Cae Inc

Industrials
-647
- 2.05%
$26.32 - $28.94 $17K - $18.7K
30.9K $814K
AVTR
Avantor, Inc.

Basic Materials
-5.02K
- 11.91%
$11.05 - $15.6 $55.4K - $78.2K
37.1K $421K
WPP
Wpp PLC

Communication Services
-1.58K
- 13.86%
$17.62 - $24.89 $27.9K - $39.4K
9.82K $186K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-189
- 1.6%
$55.57 - $63.17 $10.5K - $11.9K
11.7K $647K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-90
- 2.48%
$176.58 - $207.02 $15.9K - $18.6K
3.54K $640K
COLD
Americold Realty Trust

Real Estate
-4.84K
- 20.09%
$10.72 - $14.08 $51.9K - $68.1K
19.2K $207K
Activity Summary
Buys All Purchases 196 New Holdings 30 Increased Positions 166 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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