Legacy Advisors
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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
Q3 		$361K Sell
2,530
-307
-11% -$46.6K 0.03% 214
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Legacy Advisors's NVS Position: Q3 2026 in Review

Legacy Advisors reduced its Novartis (NVS) stake by 11% in Q3 2026, selling an estimated $46.6K and leaving 2,530 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #214.

Legacy Advisors first reported a position in NVS in Q3 2017 and has held it in 8 quarters since. The position peaked at $445K in Q2 2026. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Legacy Advisors held 2,530 shares of Novartis worth $361K as of Q3 2026.
  • Legacy Advisors sold 307 Novartis shares in Q3 2026, an estimated $46.6K.
  • Novartis made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #214 holding.
  • Legacy Advisors first reported a position in Novartis in Q3 2017 and has held it in 8 quarters since.
  • Legacy Advisors's Novartis position peaked at $445K in Q2 2026.
  • 1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.