LCGC
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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 $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 $761B 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 $5.7T AUM 30.48% 1-Year Est. Return