Novartis shares owned by Legacy Capital Group California
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Legacy Capital Group California
from 13F filings
Historical chart of Legacy Capital Group California investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Legacy Capital Group California
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $481k | 3.5k | 137.87 |
| 2025-09-30 | $409k | 3.2k | 128.24 |
| 2025-06-30 | $358k | 3.0k | 121.01 |
| 2025-03-31 | $299k | 2.7k | 111.48 |
| 2024-12-31 | $269k | 2.8k | 97.31 |
| 2024-09-30 | $318k | 2.8k | 115.02 |
| 2024-06-30 | $291k | 2.7k | 106.46 |
| 2024-03-31 | $247k | 2.6k | 96.73 |
| 2023-12-31 | $256k | 2.5k | 100.97 |
More positions owned by Legacy Capital Group California
View all positions for Legacy Capital Group California