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Novartis shares owned by Legacy Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Legacy Advisors from 13F filings

Historical chart of Legacy Advisors investment in Novartis

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All positions including Novartis held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $348k 2.5k 137.87
2019-06-30 $37k 400 92.50
2019-03-31 $38k 400 95.00
2018-03-31 $3.0k 36 83.33
2017-09-30 $4.0k 58 68.97