Legacy Wealth Asset Management Q2 2026 Portfolio Changes: Key Buys and Sells Revealed

As part of its ongoing portfolio management activities for Q2 2026 (ending June 30th), Legacy Wealth Asset Management, Llc executed several notable transactions across various sectors. The firm's portfolio saw both additions to new positions and reductions from existing holdings during this period.

Sector Overview of Changes

The changes reflect a dynamic investment strategy focused on capitalizing on market opportunities while managing risk exposures. Significant buying activity was observed in the Healthcare, Financial Services, Industrials, and Technology sectors, alongside notable selling actions primarily within the Energy sector.

Key Purchases During Q2 2026

GENMAB A/S (GMAB): Legacy Wealth significantly increased its stake in GENMAB A/S, a prominent player in the Healthcare sector, acquiring an additional 63,484 shares. This substantial purchase suggests confidence in the company's potential.

HDFC BANK LTD (HDB): The investor also showed strong buying interest in HDFC Bank Ltd, a major Financial Services entity. With the addition of 31,778 shares, this position represents one of the largest increases for the quarter.

RBA (RB GLOBAL INC): An investment in RB Global Inc saw a significant boost with 14,755 new shares added. This purchase adds diversification into the Industrials sector.

NORTHERN LTS FD TR IV (IBD): The investor continued its focus on fixed income trusts by adding more shares of Northern Trust Floating Rate. This mutual fund is part of the Technology sector holdings.

TELEFONAKTIEBOLAGET LM ERICS (ERIC): A major purchase was recorded in Ericsson, acquiring 75,491 new shares. The investor also bought into NORTHERN LTS FD TR IV (WWJD) and Check Point Software Technologies Ltd (CHKP), adding substantial weight to these positions.

Key Sales During Q2 2026

BHP BILLITON LIMITED (BHP): The most significant sale involved BHP Billiton Ltd, with the complete divestment of 19,794 shares. This exit removes a substantial portion from the portfolio.

GENMAB A/S (GMAB): Despite being a significant purchase, GMAB also saw an increase in its position during Q2, so it wasn't sold. The sale list focuses on exits only.

Additional Changes and Portfolio Insights

The portfolio includes several fixed income ETFs like GLOBAL X FDS, which experienced a slight decrease in shares, and the widely held ISHARES TR (TFLO), whose share count increased significantly.

In terms of sector allocation, Technology remains dominant at 24% via ETFs. The firm also holds substantial positions in Healthcare and Financial Services sectors, reflecting a diversified approach despite the focus on tech-related funds like FBTC (Fidelity Wise Bitcoin).

Conclusion

The Q2 filing indicates Legacy Wealth Asset Management, Llc's active management style. The quarter featured significant buying in Healthcare and Financial Services companies, as well as Technology sector holdings through mutual funds and ETFs.

Conversely, the investor exited its position entirely in Energy (BHP). These changes suggest a strategic shift towards sectors perceived as having stronger growth prospects or better risk-adjusted returns compared to Energy at this time. The overall portfolio allocation remains complex with numerous positions held by the firm.