Novartis shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Novartis
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Quarterly reported holdings in Novartis by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 245 | 128.24 |
| 2025-06-30 | $30k | 245 | 121.01 |
| 2025-03-31 | $27k | 245 | 111.48 |
| 2024-12-31 | $26k | 245 | 106.26 |
| 2024-09-30 | $25k | 245 | 103.86 |