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Legacy Financial Advisors’s Novartis NVS Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-15,061
Closed -$1.93M – 431
2025
Q3 		$1.93M Buy
+15,061
New +$1.84M 0.27% 60
2025
Q2 		– Sell
-13,509
Closed -$1.51M – 389
2025
Q1 		$1.51M Sell
13,509
-212
-2% -$22.6K 0.25% 68
2024
Q4 		$1.34M Buy
13,721
+2,635
+24% +$281K 0.22% 76
2024
Q3 		$1.28M Buy
11,086
+330
+3% +$37.4K 0.21% 78
2024
Q2 		$1.15M Sell
10,756
-798
-7% -$80.1K 0.2% 78
2024
Q1 		$1.12M Buy
11,554
+810
+8% +$83K 0.2% 88
2023
Q4 		$1.08M Buy
10,744
+1,548
+17% +$149K 0.21% 79
2023
Q3 		$937K Buy
9,196
+1,364
+17% +$138K 0.19% 72
2023
Q2 		$790K Buy
7,832
+2,246
+40% +$225K 0.15% 83
2023
Q1 		$514K Sell
5,586
-2,802
-33% -$245K 0.11% 125
2022
Q4 		$761K Buy
8,388
+2,013
+32% +$170K 0.16% 72
2022
Q3 		$485K Sell
6,375
-1,380
-18% -$114K 0.12% 100
2022
Q2 		$655K Buy
7,755
+677
+10% +$59.4K 0.16% 68
2022
Q1 		$621K Buy
7,078
+657
+10% +$56.9K 0.14% 79
2021
Q4 		$562K Buy
6,421
+2,988
+87% +$248K 0.13% 83
2021
Q3 		$281K Sell
3,433
-760
-18% -$68.4K 0.07% 135
2021
Q2 		$383K Buy
4,193
+1,016
+32% +$90.5K 0.1% 95
2021
Q1 		$272K Sell
3,177
-584
-16% -$52.4K 0.07% 123
2020
Q4 		$355K Buy
3,761
+993
+36% +$86.8K 0.1% 83
2020
Q3 		$241K Buy
+2,768
New +$240K 0.07% 104
2019
Q2 		– Sell
-1,394
Closed -$120K – 652
2019
Q1 		$120K Buy
1,394
+436
+46% +$35K 0.04% 143
2018
Q4 		$74K Sell
958
-107
-10% -$8.33K 0.03% 180
2018
Q3 		$82K Buy
1,065
+152
+17% +$11.2K 0.03% 194
2018
Q2 		$64K Buy
913
+1
+0.1% +$69 0.02% 217
2018
Q1 		$66K Hold
912
– – 0.03% 210
2017
Q4 		$68K Buy
+912
New +$68.8K 0.03% 207

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Financial Advisors's NVS Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Novartis (NVS) in Q4 2025, closing a stake of 15,061 shares — an estimated $1.93M sold.

Legacy Financial Advisors first reported a position in NVS in Q4 2017 and held it in 26 quarters. The position peaked at $1.93M in Q3 2025. 1,509 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 15,061 Novartis shares in Q4 2025, an estimated $1.93M.
  • Legacy Financial Advisors first reported a position in Novartis in Q4 2017 and held it in 26 quarters.
  • Legacy Financial Advisors's Novartis position peaked at $1.93M in Q3 2025.
  • 1,509 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.