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Legacy Wealth Advisors, LLC

Position in NVS — Novartis AG

CIK 2111463 NORTH MIAMI BEACH, FL

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$320,178
+$49,964 QoQ
Shares Held
2,043
+15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,096
of 1,603 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Legacy Wealth Advisors, LLC holds $3,341,414 across 7 Drug Manufacturers - General names. NVS ranks #5 (9.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 NVS
Novartis AG
This page
2,043 $320,178

All Filings in NVS

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $320,178 2,043
2026-03-31 $270,214 1,769