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Legacy Investment Solutions’s Novartis NVS Stock Holding History

Legacy Investment Solutions’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
Q2 		$29.6K Buy
+245
New +$27.6K 0.02% 204
2024
Q4 		$26K Hold
245
– – 0.02% 185
2024
Q3 		$25.4K Buy
+245
New +$27.8K 0.01% 185

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Investment Solutions's NVS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Novartis (NVS) in Q2 2025: 245 shares worth $29.6K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in NVS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in NVS in Q3 2024 and has held it in 3 quarters since. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

  • Legacy Investment Solutions held 245 shares of Novartis worth $29.6K as of Q2 2025.
  • Novartis was a new Legacy Investment Solutions position in Q2 2025.
  • Novartis made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #204 holding.
  • Legacy Investment Solutions first reported a position in Novartis in Q3 2024 and has held it in 3 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.