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Abound Financial’s Novartis NVS Stock Holding History

Abound Financial’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 		$120K Sell
787
-61
-7% -$9.35K 0.05% 76
2025
Q4 		$117K Buy
+848
New +$111K 0.05% 84
2025
Q2 		– Sell
-932
Closed -$104K – 195
2025
Q1 		$104K Buy
+932
New +$99.2K 0.05% 90

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Abound Financial's NVS Position: Q1 2026 in Review

Abound Financial reduced its Novartis (NVS) stake by 7.2% in Q1 2026, selling an estimated $9.35K and leaving 787 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #76.

Abound Financial first reported a position in NVS in Q1 2025 and has held it in 3 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Abound Financial held 787 shares of Novartis worth $120K as of Q1 2026.
  • Abound Financial sold 61 Novartis shares in Q1 2026, an estimated $9.35K.
  • Novartis made up 0.05% of Abound Financial's portfolio in Q1 2026, its #76 holding.
  • Abound Financial first reported a position in Novartis in Q1 2025 and has held it in 3 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.