Argonautica Private Wealth Management’s Novartis NVS Stock Holding History

Argonautica Private 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	$827K	Buy	5,416 +545	+11%	+$83.5K	0.25%	80
2025 Q4	$672K	Buy	4,871 +776	+19%	+$102K	0.2%	98
2025 Q3	$525K	Buy	4,095 +126	+3%	+$15.4K	0.15%	115
2025 Q2	$480K	Sell	3,969 -80	-2%	-$9.02K	0.15%	122
2025 Q1	$451K	Buy	4,049 +453	+13%	+$48.2K	0.16%	121
2024 Q4	$350K	Buy	3,596 +277	+8%	+$29.5K	0.11%	148
2024 Q3	$382K	Buy	3,319 +14	+0.4%	+$1.59K	0.13%	134
2024 Q2	$352K	Buy	3,305 +4	+0.1%	+$402	0.12%	140
2024 Q1	$319K	Sell	3,301 -354	-10%	-$36.3K	0.11%	154
2023 Q4	$369K	Buy	3,655 +79	+2%	+$7.63K	0.15%	133
2023 Q3	$364K	Buy	3,576 +30	+0.8%	+$3.04K	0.16%	122
2023 Q2	$358K	Buy	3,546 +737	+26%	+$73.7K	0.16%	117
2023 Q1	$258K	Sell	2,809 -405	-13%	-$35.4K	0.13%	123
2022 Q4	$292K	Buy	+3,214	New	+$271K	0.15%	119

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

Argonautica Private Wealth Management's NVS Position: Q1 2026 in Review

Argonautica Private Wealth Management increased its Novartis (NVS) stake by 11% in Q1 2026, buying an estimated $83.5K and bringing the position to 5,416 shares worth $827K. The position accounts for 0.25% of the portfolio, ranked #80.

Argonautica Private Wealth Management first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Argonautica Private Wealth Management held 5,416 shares of Novartis worth $827K as of Q1 2026.
Argonautica Private Wealth Management bought 545 Novartis shares in Q1 2026, an estimated $83.5K.
Novartis made up 0.25% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #80 holding.
Argonautica Private Wealth Management first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.