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Legacy Capital Group California’s Novartis NVS Stock Holding History

Legacy Capital Group California’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 		– Sell
-3,488
Closed -$481K – 338
2025
Q4 		$481K Buy
3,488
+299
+9% +$39.2K 0.12% 215
2025
Q3 		$409K Buy
3,189
+230
+8% +$28.1K 0.1% 233
2025
Q2 		$358K Buy
2,959
+275
+10% +$31K 0.1% 232
2025
Q1 		$299K Sell
2,684
-78
-3% -$8.3K 0.1% 225
2024
Q4 		$269K Hold
2,762
– – 0.08% 260
2024
Q3 		$318K Buy
2,762
+30
+1% +$3.4K 0.11% 220
2024
Q2 		$291K Buy
2,732
+175
+7% +$17.6K 0.1% 228
2024
Q1 		$247K Buy
2,557
+26
+1% +$2.67K 0.09% 257
2023
Q4 		$256K Buy
+2,531
New +$244K 0.1% 245

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Capital Group California's NVS Position: Q1 2026 in Review

Legacy Capital Group California sold out of Novartis (NVS) in Q1 2026, closing a stake of 3,488 shares — an estimated $481K sold.

Legacy Capital Group California first reported a position in NVS in Q4 2023 and held it in 9 quarters. The position peaked at $481K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Legacy Capital Group California reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 3,488 Novartis shares in Q1 2026, an estimated $481K.
  • Legacy Capital Group California first reported a position in Novartis in Q4 2023 and held it in 9 quarters.
  • Legacy Capital Group California's Novartis position peaked at $481K in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.