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Belpointe Asset Management’s Novartis NVS Stock Holding History

Belpointe Asset 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 		– Sell
-8,064
Closed -$1.11M – 1156
2025
Q4 		$1.11M Buy
8,064
+1,826
+29% +$239K 0.04% 389
2025
Q3 		$800K Buy
+6,238
New +$761K 0.03% 484
2025
Q1 		– Sell
-5,707
Closed -$690K – 1001
2024
Q4 		$690K Buy
5,707
+1,387
+32% +$148K 0.04% 429
2024
Q3 		$497K Sell
4,320
-1,152
-21% -$131K 0.03% 505
2024
Q2 		$583K Buy
+5,472
New +$549K 0.04% 424
2023
Q4 		– Sell
-2,296
Closed -$234K – 746
2023
Q3 		$234K Buy
2,296
+232
+11% +$23.5K 0.02% 556
2023
Q2 		$208K Sell
2,064
-3,566
-63% -$357K 0.02% 556
2023
Q1 		$518K Buy
5,630
+293
+5% +$25.6K 0.03% 548
2022
Q4 		$484K Buy
5,337
+2,733
+105% +$230K 0.03% 555
2022
Q3 		$197K Buy
2,604
+27
+1% +$2.24K 0.01% 844
2022
Q2 		$218K Sell
2,577
-96
-4% -$8.42K 0.01% 795
2022
Q1 		$235K Buy
2,673
+299
+13% +$25.9K 0.01% 842
2021
Q4 		$208K Buy
2,374
+688
+41% +$57.1K 0.01% 874
2021
Q3 		$138K Buy
1,686
+160
+10% +$14.4K 0.01% 1017
2021
Q2 		$140K Sell
1,526
-50
-3% -$4.45K 0.01% 980
2021
Q1 		$134K Sell
1,576
-403
-20% -$36.2K 0.01% 896
2020
Q4 		$187K Sell
1,979
-752
-28% -$65.7K 0.02% 719
2020
Q3 		$238K Sell
2,731
-652
-19% -$56.5K 0.03% 509
2020
Q2 		$296K Sell
3,383
-286
-8% -$24.7K 0.04% 408
2020
Q1 		$302K Sell
3,669
-406
-10% -$36.2K 0.05% 335
2019
Q4 		$386K Buy
4,075
+1,531
+60% +$137K 0.05% 375
2019
Q3 		$221K Buy
+2,544
New +$228K 0.04% 450
2018
Q4 		– Sell
-1,695
Closed -$131K – 596
2018
Q3 		$131K Buy
+1,695
New +$125K 0.02% 568

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

Belpointe Asset Management's NVS Position: Q1 2026 in Review

Belpointe Asset Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 8,064 shares — an estimated $1.11M sold.

Belpointe Asset Management first reported a position in NVS in Q3 2018 and held it in 23 quarters. The position peaked at $1.11M in Q4 2025. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Belpointe Asset Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 8,064 Novartis shares in Q1 2026, an estimated $1.11M.
  • Belpointe Asset Management first reported a position in Novartis in Q3 2018 and held it in 23 quarters.
  • Belpointe Asset Management's Novartis position peaked at $1.11M in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.