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Bare Financial Services’s Novartis NVS Stock Holding History

Bare Financial Services’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 		– Sell
-124
Closed -$17.1K – 1836
2025
Q4 		$17.1K Hold
124
– – ﹤0.01% 142
2025
Q3 		$15.9K Buy
124
+21
+20% +$2.56K ﹤0.01% 144
2025
Q2 		$12.5K Buy
103
+77
+296% +$8.68K ﹤0.01% 143
2025
Q1 		$2.9K Buy
+26
New +$2.77K ﹤0.01% 177

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bare Financial Services's NVS Position: Q1 2026 in Review

Bare Financial Services sold out of Novartis (NVS) in Q1 2026, closing a stake of 124 shares — an estimated $17.1K sold.

Bare Financial Services first reported a position in NVS in Q1 2025 and held it in 4 quarters. The position peaked at $17.1K in Q4 2025. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Bare Financial Services reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 124 Novartis shares in Q1 2026, an estimated $17.1K.
  • Bare Financial Services first reported a position in Novartis in Q1 2025 and held it in 4 quarters.
  • Bare Financial Services's Novartis position peaked at $17.1K in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.