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Benjamin Edwards Inc’s Novartis NVS Stock Holding History

Benjamin Edwards Inc’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 		$802K Buy
5,253
+317
+6% +$48.6K 0.01% 838
2025
Q4 		$681K Buy
4,936
+46
+0.9% +$6.02K 0.01% 845
2025
Q3 		$627K Buy
4,890
+590
+14% +$72K 0.01% 861
2025
Q2 		$520K Buy
4,300
+206
+5% +$23.2K 0.01% 838
2025
Q1 		$456K Sell
4,094
-32,839
-89% -$3.5M 0.01% 815
2024
Q4 		$3.6M Sell
36,933
-8,558
-19% -$913K 0.05% 314
2024
Q3 		$5.24M Buy
45,491
+21,561
+90% +$2.45M 0.08% 258
2024
Q2 		$2.55M Buy
23,930
+194
+0.8% +$19.5K 0.49% 51
2024
Q1 		$2.3M Buy
23,736
+682
+3% +$69.9K 0.46% 59
2023
Q4 		$2.33M Sell
23,054
-4,054
-15% -$391K 0.51% 53
2023
Q3 		$2.76M Buy
27,108
+3,334
+14% +$338K 0.65% 45
2023
Q2 		$2.4M Buy
23,774
+3,730
+19% +$373K 0.56% 55
2023
Q1 		$1.84M Buy
20,044
+1,982
+11% +$173K 0.45% 68
2022
Q4 		$1.64M Buy
18,062
+2,232
+14% +$188K 0.43% 68
2022
Q3 		$1.2M Sell
15,830
-909
-5% -$75.3K 0.36% 86
2022
Q2 		$1.42M Sell
16,739
-455
-3% -$39.9K 0.42% 71
2022
Q1 		$1.51M Buy
17,194
+5,561
+48% +$481K 0.44% 68
2021
Q4 		$1.02M Buy
11,633
+11,126
+2,194% +$924K 0.33% 91
2021
Q3 		$41K Buy
507
+307
+154% +$27.6K 0.02% 327
2021
Q2 		$18K Hold
200
– – 0.01% 338
2021
Q1 		$17K Hold
200
– – 0.01% 307
2020
Q4 		$19K Hold
200
– – 0.01% 301
2020
Q3 		$17K Hold
200
– – 0.01% 290
2020
Q2 		$17K Hold
200
– – 0.01% 264
2020
Q1 		$16K Hold
200
– – 0.02% 255
2019
Q4 		$19K Hold
200
– – 0.04% 178
2019
Q3 		$17K Hold
200
– – 0.04% 177
2019
Q2 		$18K Sell
200
-23
-10% -$1.95K 0.04% 172
2019
Q1 		$19K Buy
+223
New +$17.9K 0.09% 162

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

Benjamin Edwards Inc's NVS Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Novartis (NVS) stake by 6.4% in Q1 2026, buying an estimated $48.6K and bringing the position to 5,253 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #838.

Benjamin Edwards Inc first reported a position in NVS in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.24M in Q3 2024. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Benjamin Edwards Inc held 5,253 shares of Novartis worth $802K as of Q1 2026.
  • Benjamin Edwards Inc bought 317 Novartis shares in Q1 2026, an estimated $48.6K.
  • Novartis made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #838 holding.
  • Benjamin Edwards Inc first reported a position in Novartis in Q1 2019 and has held it in 29 quarters since.
  • Benjamin Edwards Inc's Novartis position peaked at $5.24M in Q3 2024.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.