Legacy Wealth Management, LLC / MS GAB — GABELLI EQUITY TR INC

Ownership history in Legacy Wealth Management, LLC / MS  ·  6 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported GABELLI EQUITY TR INC (GAB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2024 Q4. The latest visible filing shows GAB at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Management, LLC / MS's position in GABELLI EQUITY TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GAB was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GAB stock page Legacy Wealth Management, LLC / MS fund profile Legacy Wealth Management, LLC / MS full holdings
How Legacy Wealth Management, LLC / MS held GAB — position size vs. price
% of Fund (quarterly)    GAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 31,867 +343 +1.1% 0.05% $178K 2026-04-10 $5.59
2025 Q4 ADDED — — — 31,524 +305 +1.0% 0.05% $195K 2026-01-05 $5.87
2025 Q3 REDUCED 40.8% +3.1% ❌ 31,219 -21,520 -40.8% 0.06% $190K 2025-10-23 $5.65
2025 Q2 ADDED — — — 52,739 +34,188 +184.3% 0.09% $307K 2025-07-01 $5.38
2025 Q1 REDUCED 75.3% +8.3% ❌ 18,551 -56,425 -75.3% 0.03% $102K 2025-04-03 $4.80
2024 Q4 INITIATED — — — 74,976 — — 0.16% $403K 2025-01-06 $4.69

🏢 Other funds also holding GAB

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 0.9% Accel Wealth Management 3Y 0.5% Live Oak Private Wealth LLC 3Y 0.4% Kapstone Financial Advisors LLC 3Y 0.09% Mendel Capital Management LLC 3Y 0.07% Shulman DeMeo Asset Management LLC 3Y 7Y 0.06% Quad-Cities Investment Group, LLC 3Y 7Y 0.05% Aurora Private Wealth, Inc. 3Y 0.05% EAGLE WEALTH STRATEGIES LLC 0.05% HCR Wealth Advisors 3Y 7Y 0.04%

FAQ About Legacy Wealth Management, LLC / MS and GAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Management, LLC / MS reported owning GAB?

Legacy Wealth Management, LLC / MS reported GAB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GAB position in Legacy Wealth Management, LLC / MS's portfolio?

The largest reported portfolio weight for GAB was 0.16% in 2024 Q4.

What is the latest reported GAB position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Management, LLC / MS reported 31,867 shares, equal to 0.05% of portfolio, with an estimated market value of $178K.

What does the chart on this GAB ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS's quarterly GAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Wealth Management, LLC / MS time their GAB position?

Based on 13F filing dates vs. subsequent GAB price moves, Legacy Wealth Management, LLC / MS correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on GAB relative to SPY over the holding period was +1.5%.

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