Carr Financial Group’s Novartis NVS Stock Holding History

Carr Financial Group’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	-2,923	Closed	-$403K	–	190
2025 Q4	$403K	Hold	2,923	–	–	0.11%	121
2025 Q3	$375K	Hold	2,923	–	–	0.1%	123
2025 Q2	$354K	Hold	2,923	–	–	0.1%	128
2025 Q1	$326K	Sell	2,923 -2,357	-45%	-$251K	0.11%	126
2024 Q4	$514K	Hold	5,280	–	–	0.16%	95
2024 Q3	$607K	Hold	5,280	–	–	0.18%	94
2024 Q2	$562K	Buy	5,280 +27	+0.5%	+$2.71K	0.18%	97
2024 Q1	$508K	Hold	5,253	–	–	0.17%	105
2023 Q4	$530K	Hold	5,253	–	–	0.2%	85
2023 Q3	$487K	Hold	5,253	–	–	0.19%	91
2023 Q2	$530K	Hold	5,253	–	–	0.21%	86
2023 Q1	$483K	Hold	5,253	–	–	0.21%	90
2022 Q4	$477K	Buy	+5,253	New	+$442K	0.25%	86

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carr Financial Group's NVS Position: Q1 2026 in Review

Carr Financial Group sold out of Novartis (NVS) in Q1 2026, closing a stake of 2,923 shares — an estimated $403K sold.

Carr Financial Group first reported a position in NVS in Q4 2022 and held it in 13 quarters. The position peaked at $607K in Q3 2024. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Carr Financial Group reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Carr Financial Group sold 2,923 Novartis shares in Q1 2026, an estimated $403K.
Carr Financial Group first reported a position in Novartis in Q4 2022 and held it in 13 quarters.
Carr Financial Group's Novartis position peaked at $607K in Q3 2024.
1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.