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Legacy Wealth Management (Idaho)’s Novartis NVS Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-104
Closed -$15.9K – 695
2026
Q1 		$15.9K Hold
104
– – 0.01% 416
2025
Q4 		$14.3K Sell
104
-141
-58% -$18.5K 0.01% 371
2025
Q3 		$31.4K Hold
245
– – 0.01% 225
2025
Q2 		$29.6K Hold
245
– – 0.02% 204
2025
Q1 		$27.3K Hold
245
– – 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

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s NVS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Novartis (NVS) in Q2 2026, closing a stake of 104 shares — an estimated $15.9K sold.

Legacy Wealth Management (Idaho) first reported a position in NVS in Q3 2024 and held it in 7 quarters. The position peaked at $31.4K in Q3 2025. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 104 Novartis shares in Q2 2026, an estimated $15.9K.
  • Legacy Wealth Management (Idaho) first reported a position in Novartis in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Novartis position peaked at $31.4K in Q3 2025.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.