44 Wealth Management’s Novartis NVS Stock Holding History

44 Wealth Management’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 Q1	$520K	Buy	3,405 +1,004	+42%	+$154K	0.18%	140
2025 Q4	$331K	Buy	+2,401	New	+$314K	0.11%	163

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

44 Wealth Management's NVS Position: Q1 2026 in Review

44 Wealth Management increased its Novartis (NVS) stake by 42% in Q1 2026, buying an estimated $154K and bringing the position to 3,405 shares worth $520K. The position accounts for 0.18% of the portfolio, ranked #140.

44 Wealth Management first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

44 Wealth Management held 3,405 shares of Novartis worth $520K as of Q1 2026.
44 Wealth Management bought 1,004 Novartis shares in Q1 2026, an estimated $154K.
Novartis made up 0.18% of 44 Wealth Management's portfolio in Q1 2026, its #140 holding.
44 Wealth Management first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.