Cedar Wealth Management’s Novartis NVS Stock Holding History

Cedar 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	–	Sell	-50	Closed	-$6.89K	–	187
2025 Q4	$6.89K	Hold	50	–	–	﹤0.01%	174
2025 Q3	$6.41K	Sell	50 -167	-77%	-$20.4K	﹤0.01%	194
2025 Q2	$26.3K	Hold	217	–	–	0.01%	131
2025 Q1	$24.2K	Hold	217	–	–	0.01%	131
2024 Q4	$21.1K	Hold	217	–	–	0.01%	127
2024 Q3	$25K	Hold	217	–	–	0.01%	183
2024 Q2	$23.1K	Hold	217	–	–	0.01%	193
2024 Q1	$21K	Hold	217	–	–	0.01%	210
2023 Q4	$21.9K	Hold	217	–	–	0.01%	190
2023 Q3	$22.1K	Sell	217 -400	-65%	-$40.6K	0.01%	195
2023 Q2	$62.3K	Hold	617	–	–	0.02%	146
2023 Q1	$56.8K	Sell	617 -209	-25%	-$18.3K	0.02%	146
2022 Q4	$74.9K	Sell	826 -71	-8%	-$5.98K	0.04%	123
2022 Q3	$68K	Sell	897 -365	-29%	-$30.3K	0.03%	147
2022 Q2	$107K	Hold	1,262	–	–	0.05%	134
2022 Q1	$111K	Sell	1,262 -420	-25%	-$36.4K	0.04%	138
2021 Q4	$147K	Buy	1,682 +682	+68%	+$56.6K	0.06%	136
2021 Q3	$82K	Hold	1,000	–	–	0.04%	137
2021 Q2	$91K	Hold	1,000	–	–	0.04%	142
2021 Q1	$85K	Hold	1,000	–	–	0.04%	136
2020 Q4	$94K	Hold	1,000	–	–	0.05%	112
2020 Q3	$87K	Hold	1,000	–	–	0.05%	110
2020 Q2	$87K	Hold	1,000	–	–	0.06%	106
2020 Q1	$82K	Buy	+1,000	New	+$89.2K	0.06%	107

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

Cedar Wealth Management's NVS Position: Q1 2026 in Review

Cedar Wealth Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 50 shares — an estimated $6.89K sold.

Cedar Wealth Management first reported a position in NVS in Q1 2020 and held it in 24 quarters. The position peaked at $147K in Q4 2021. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Cedar Wealth Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 50 Novartis shares in Q1 2026, an estimated $6.89K.
Cedar Wealth Management first reported a position in Novartis in Q1 2020 and held it in 24 quarters.
Cedar Wealth Management's Novartis position peaked at $147K in Q4 2021.
1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.