AdvisorShares Investments’s Novartis NVS Stock Holding History

AdvisorShares Investments’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	$1.19M	Buy	+7,810	New	+$1.2M	0.22%	70
2025 Q1	–	Sell	-4,360	Closed	-$424K	–	309
2024 Q4	$424K	Buy	+4,360	New	+$465K	0.08%	170
2020 Q4	–	Sell	-5,049	Closed	-$439	–	159
2020 Q3	$439	Sell	5,049 -337	-6%	-$29.2K	0.02%	97
2020 Q2	$470K	Sell	5,386 -672	-11%	-$58K	0.2%	94
2020 Q1	$499K	Sell	6,058 -337	-5%	-$30.1K	0.43%	53
2019 Q4	$606K	Buy	+6,395	New	+$574K	0.38%	98

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

AdvisorShares Investments's NVS Position: Q1 2026 in Review

AdvisorShares Investments opened a new position in Novartis (NVS) in Q1 2026: 7,810 shares worth $1.19M. The stake represents 0.22% of the portfolio and ranks #70 among its holdings. This is a return to the name: AdvisorShares Investments previously reported a position in NVS as recently as Q4 2024.

AdvisorShares Investments first reported a position in NVS in Q4 2019 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

AdvisorShares Investments held 7,810 shares of Novartis worth $1.19M as of Q1 2026.
Novartis was a new AdvisorShares Investments position in Q1 2026.
Novartis made up 0.22% of AdvisorShares Investments's portfolio in Q1 2026, its #70 holding.
AdvisorShares Investments first reported a position in Novartis in Q4 2019 and has held it in 6 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.