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Beacon Investment Advisors’s Novartis NVS Stock Holding History

Beacon 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 		$458K Hold
3,000
– – 0.17% 116
2025
Q4 		$414K Hold
3,000
– – 0.17% 117
2025
Q3 		$385K Hold
3,000
– – 0.16% 122
2025
Q2 		$360K Sell
3,000
-1
-0% -$113 0.16% 120
2025
Q1 		$335K Buy
3,001
+1
+0% +$106 0.16% 124
2024
Q4 		$292K Hold
3,000
– – 0.14% 128
2024
Q3 		$345K Hold
3,000
– – 0.16% 123
2024
Q2 		$319K Buy
+3,000
New +$301K 0.16% 122

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Beacon Investment Advisors held its Novartis (NVS) position steady in Q1 2026 at 3,000 shares worth $458K. The position accounts for 0.17% of the portfolio, ranked #116.

Beacon Investment Advisors first reported a position in NVS in Q2 2024 and has held it in 8 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Beacon Investment Advisors held 3,000 shares of Novartis worth $458K as of Q1 2026.
  • Beacon Investment Advisors left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.17% of Beacon Investment Advisors's portfolio in Q1 2026, its #116 holding.
  • Beacon Investment Advisors first reported a position in Novartis in Q2 2024 and has held it in 8 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.