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Legacy Advisors’s Novartis NVS Stock Holding History

Legacy Advisors’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Buy
2,837
+330
+13% +$49.5K 0.04% 198
2026
Q1 		$383K Sell
2,507
-17
-0.7% -$2.61K 0.05% 188
2025
Q4 		$348K Buy
+2,524
New +$331K 0.04% 207
2019
Q3 		– Sell
-400
Closed -$37K – 260
2019
Q2 		$37K Sell
400
-46
-10% -$3.89K 0.03% 223
2019
Q1 		$38K Buy
+446
New +$35.8K 0.01% 234
2018
Q2 		– Sell
-40
Closed -$3K – 441
2018
Q1 		$3K Buy
+40
New +$3.04K ﹤0.01% 321
2017
Q4 		– Sell
-65
Closed -$4K – 406
2017
Q3 		$4K Buy
+65
New +$4.91K ﹤0.01% 303

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Legacy Advisors's NVS Position: Q2 2026 in Review

Legacy Advisors increased its Novartis (NVS) stake by 13% in Q2 2026, buying an estimated $49.5K and bringing the position to 2,837 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #198.

Legacy Advisors first reported a position in NVS in Q3 2017 and has held it in 7 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Legacy Advisors held 2,837 shares of Novartis worth $445K as of Q2 2026.
  • Legacy Advisors bought 330 Novartis shares in Q2 2026, an estimated $49.5K.
  • Novartis made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #198 holding.
  • Legacy Advisors first reported a position in Novartis in Q3 2017 and has held it in 7 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.