Bradley & Co Private Wealth Management’s Novartis NVS Stock Holding History

Bradley & Co Private Wealth 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	$6.87K	Hold	45	–	–	﹤0.01%	146
2025 Q4	$6.2K	Hold	45	–	–	﹤0.01%	147
2025 Q3	$5.77K	Buy	+45	New	+$5.49K	﹤0.01%	142

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

Bradley & Co Private Wealth Management's NVS Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Novartis (NVS) position steady in Q1 2026 at 45 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Bradley & Co Private Wealth Management first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Bradley & Co Private Wealth Management held 45 shares of Novartis worth $6.87K as of Q1 2026.
Bradley & Co Private Wealth Management left its Novartis share count unchanged in Q1 2026.
Novartis made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #146 holding.
Bradley & Co Private Wealth Management first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.