Legacy Trust Sells in Q3 2025

Legacy Trust

  • $507 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
-140
- 1.49%
$932.44 - $1059.49 $131K - $148K
9.24K $8.81B
V
Visa Inc.

Financial Services
-404
- 1.15%
$332.09 - $358.86 $134K - $145K
34.7K $11.9B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1K
- 1.98%
$65.64 - $78.22 $65.6K - $78.2K
49.4K $3.31B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-297
- 4.81%
$159.87 - $247.68 $47.5K - $73.6K
5.88K $1.05B
ELV
Elevance Health, Inc.

Healthcare
-24
- 0.46%
$274.66 - $395.76 $6.59K - $9.5K
5.18K $1.67B
CHWY
Chewy, Inc.

Consumer Cyclical
-2.5K
- 2.23%
$34.27 - $42.33 $85.8K - $106K
110K $4.44B
LNG
Cheniere Energy, Inc.

Energy
-76
- 0.21%
$222.68 - $244.28 $16.9K - $18.6K
36.4K $8.55B
FISV
Fiserv Inc

Technology
-43
- 0.63%
N/A
6.83K $881M
ROP
Roper Technologies Inc

Industrials
-4
- 0.09%
$495.03 - $573.0 $1.98K - $2.29K
4.31K $2.15B
EOG
Eog Resources Inc

Energy
-320
- 1.64%
$112.12 - $126.1 $35.9K - $40.4K
19.2K $2.15B
PANW
Palo Alto Networks Inc

Technology
-301
- 0.46%
$167.06 - $208.19 $50.3K - $62.7K
65.7K $13.4B
AMT
American Tower Corp

Real Estate
-46
- 1.24%
$192.32 - $232.35 $8.85K - $10.7K
3.67K $706M
MA
Mastercard Inc

Financial Services
-180
- 13.79%
$550.18 - $598.96 $99K - $108K
1.13K $640M
HON
Honeywell International Inc

Industrials
-144
- 5.39%
$207.7 - $240.4 $29.9K - $34.6K
2.53K $532M
ADP
Automatic Data Processing Inc

Industrials
-174
- 20.3%
$288.69 - $310.94 $50.2K - $54.1K
683 $200M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-110
- 20.33%
$567.09 - $607.37 $62.4K - $66.8K
431 $257M
EW
Edwards Lifesciences Corp

Healthcare
-240
- 1.6%
$73.75 - $81.83 $17.7K - $19.6K
14.7K $1.15B
CPRT
Copart Inc

Consumer Cyclical
-29
- 0.59%
$44.6 - $49.97 $1.29K - $1.45K
4.86K $219M
ALLY
Ally Financial Inc.

Financial Services
-466
- 0.47%
$36.95 - $44.58 $17.2K - $20.8K
97.8K $3.84B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-747
- 3.67%
$41.26 - $43.63 $30.8K - $32.6K
19.6K $853M
TSLA
Tesla, Inc.

Consumer Cyclical
-153
- 22.57%
$293.94 - $444.72 $45K - $68K
525 $233M
IWN
Ishares Russell2000 Val ETF

ETFs
-68
- 3.87%
$157.1 - $178.94 $10.7K - $12.2K
1.69K $299M
VV
Vanguard Large Cap ETF

ETFs
-35
- 2.38%
$285.05 - $309.14 $9.98K - $10.8K
1.44K $442M
ECL
Ecolab Inc.

Basic Materials
-20
- 0.25%
$259.39 - $285.47 $5.19K - $5.71K
8.13K $2.23B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-70
- 2.56%
$339.37 - $366.46 $23.8K - $25.7K
2.67K $974M
FAST
Fastenal CO

Industrials
-75
- 0.86%
$42.47 - $50.39 $3.19K - $3.78K
8.64K $424M
VTI
Vanguard Total Stock Market Et

ETFs
-20
- 0.72%
$303.93 - $329.86 $6.08K - $6.6K
2.76K $906M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-47
- 2.01%
$284.45 - $324.95 $13.4K - $15.3K
2.29K $733M
IWM
Ishares Russell 2000 ETF

ETFs
-900
- 7.07%
$214.92 - $244.84 $193K - $220K
11.8K $2.86B
IDXX
Idexx Laboratories Inc

Healthcare
-5
- 0.42%
$514.61 - $682.78 $2.57K - $3.41K
1.2K $764M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-26
- 0.08%
$87.29 - $93.61 $2.27K - $2.43K
32.8K $3.06B
APH
Amphenol Corp

Technology
-580
- 4.99%
$97.39 - $125.4 $56.5K - $72.7K
11K $1.37B
QCOM
Qualcomm Inc

Technology
-401
- 1.0%
$145.84 - $173.55 $58.5K - $69.6K
39.8K $6.62B
TTWO
Take Two Interactive Software Inc

Communication Services
-540
- 2.22%
$217.37 - $259.96 $117K - $140K
23.8K $6.14B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 0.3%
$404.94 - $499.99 $4.05K - $5K
3.37K $1.63B
ALB
Albemarle Corp

Basic Materials
-2.07K
- 7.96%
$62.9 - $88.1 $130K - $183K
24K $1.94B
GNTX
Gentex Corp

Consumer Cyclical
-535
- 0.88%
$22.66 - $29.06 $12.1K - $15.5K
60K $1.7B
IWV
Ishares Russell 3000 ETF

ETFs
-280
- 1.39%
$351.04 - $379.81 $98.3K - $106K
19.9K $7.54B
INCY
Incyte Corp

Healthcare
-735
- 2.04%
$67.27 - $86.96 $49.4K - $63.9K
35.4K $3B
LEN
Lennar Corp

Consumer Cyclical
-1.01K
- 1.94%
$107.73 - $142.4 $108K - $143K
50.7K $6.39B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-188
- 0.25%
$108.46 - $120.63 $20.4K - $22.7K
76K $9.03B
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.01K
- 3.0%
$101.96 - $132.43 $103K - $134K
32.6K $4.18B
GS
Goldman Sachs Group Inc

Financial Services
-426
- 2.69%
$696.56 - $806.32 $297K - $343K
15.4K $12.3B
EXPE
Expedia Group, Inc.

Consumer Cyclical
-700
- 2.2%
$171.01 - $228.24 $120K - $160K
31.1K $6.64B
CMI
Cummins Inc

Industrials
-278
- 1.54%
$327.85 - $426.39 $91.1K - $119K
17.8K $7.5B
URI
United Rentals, Inc.

Industrials
-213
- 1.22%
$774.14 - $975.23 $165K - $208K
17.3K $16.5B
Activity Summary
Buys All Purchases 119 New Holdings 46 Increased Positions 73 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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