AssuredPartners Investment Advisors’s Novartis NVS Stock Holding History

AssuredPartners Investment Advisors’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	$256K	Buy	+1,674	New	+$257K	0.03%	347

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

AssuredPartners Investment Advisors's NVS Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Novartis (NVS) in Q1 2026: 1,674 shares worth $256K. The stake represents 0.03% of the portfolio and ranks #347 among its holdings.

1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

AssuredPartners Investment Advisors held 1,674 shares of Novartis worth $256K as of Q1 2026.
Novartis was a new AssuredPartners Investment Advisors position in Q1 2026.
Novartis made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #347 holding.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.