Ausdal Financial Partners’s Novartis NVS Stock Holding History

Ausdal Financial Partners’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	$617K	Buy	4,042 +2,003	+98%	+$307K	0.03%	518
2025 Q4	$281K	Buy	2,039 +48	+2%	+$6.29K	0.01%	760
2025 Q3	$255K	Buy	+1,991	New	+$243K	0.01%	796
2018 Q4	–	Sell	-6,868	Closed	-$530K	–	352
2018 Q3	$530K	Buy	6,868 +2,181	+47%	+$161K	0.15%	181
2018 Q2	$317K	Buy	4,687 +410	+10%	+$28.3K	0.1%	266
2018 Q1	$310K	Buy	4,277 +757	+22%	+$57.6K	0.11%	243
2017 Q4	$265K	Buy	3,520 +394	+13%	+$29.7K	0.1%	278
2017 Q3	$240K	Buy	+3,126	New	+$236K	0.1%	273
2016 Q1	–	Sell	-179	Closed	-$14K	–	764
2015 Q4	$14K	Buy	+179	New	+$14.2K	0.01%	821

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

Ausdal Financial Partners's NVS Position: Q1 2026 in Review

Ausdal Financial Partners increased its Novartis (NVS) stake by 98% in Q1 2026, buying an estimated $307K and bringing the position to 4,042 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #518.

Ausdal Financial Partners first reported a position in NVS in Q4 2015 and has held it in 9 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Ausdal Financial Partners held 4,042 shares of Novartis worth $617K as of Q1 2026.
Ausdal Financial Partners bought 2,003 Novartis shares in Q1 2026, an estimated $307K.
Novartis made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #518 holding.
Ausdal Financial Partners first reported a position in Novartis in Q4 2015 and has held it in 9 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.