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Legacy Bridge’s Novartis NVS Stock Holding History

Legacy Bridge’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
Q1 		$44.6K Hold
292
– – 0.02% 204
2025
Q4 		$40.3K Hold
292
– – 0.02% 207
2025
Q3 		$37.4K Hold
292
– – 0.02% 211
2025
Q2 		$35.3K Hold
292
– – 0.02% 200
2025
Q1 		$32.6K Hold
292
– – 0.02% 198
2024
Q4 		$28.4K Hold
292
– – 0.01% 216
2024
Q3 		$33.6K Hold
292
– – 0.02% 211
2024
Q2 		$31.1K Hold
292
– – 0.02% 202
2024
Q1 		$28.2K Hold
292
– – 0.02% 225
2023
Q4 		$29.5K Hold
292
– – 0.02% 214
2023
Q3 		$29.7K Hold
292
– – 0.02% 210
2023
Q2 		$29.5K Hold
292
– – 0.02% 212
2023
Q1 		$26.9K Hold
292
– – 0.02% 220
2022
Q4 		$26.5K Hold
292
– – 0.02% 219
2022
Q3 		$22K Hold
292
– – 0.02% 213
2022
Q2 		$25K Hold
292
– – 0.02% 215
2022
Q1 		$26K Hold
292
– – 0.02% 226
2021
Q4 		$26K Sell
292
-47
-14% -$3.9K 0.01% 231
2021
Q3 		$28K Hold
339
– – 0.02% 224
2021
Q2 		$31K Sell
339
-128
-27% -$11.4K 0.02% 220
2021
Q1 		$40K Sell
467
-47
-9% -$4.22K 0.03% 202
2020
Q4 		$49K Hold
514
– – 0.04% 190
2020
Q3 		$45K Sell
514
-46
-8% -$3.98K 0.04% 183
2020
Q2 		$49K Sell
560
-252
-31% -$21.8K 0.05% 178
2020
Q1 		$67K Buy
812
+46
+6% +$4.1K 0.08% 155
2019
Q4 		$73K Sell
766
-654
-46% -$58.7K 0.06% 176
2019
Q3 		$123K Sell
1,420
-424
-23% -$38.1K 0.12% 149
2019
Q2 		$168K Sell
1,844
-214
-10% -$18.1K 0.16% 137
2019
Q1 		$177K Buy
2,058
+143
+7% +$11.5K 0.18% 132
2018
Q4 		$147K Buy
+1,915
New +$149K 0.18% 130

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Bridge's NVS Position: Q1 2026 in Review

Legacy Bridge held its Novartis (NVS) position steady in Q1 2026 at 292 shares worth $44.6K. The position accounts for 0.02% of the portfolio, ranked #204.

Legacy Bridge first reported a position in NVS in Q4 2018 and has held it in 30 quarters since. The position peaked at $177K in Q1 2019. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Legacy Bridge held 292 shares of Novartis worth $44.6K as of Q1 2026.
  • Legacy Bridge left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.02% of Legacy Bridge's portfolio in Q1 2026, its #204 holding.
  • Legacy Bridge first reported a position in Novartis in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Novartis position peaked at $177K in Q1 2019.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.