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Commonwealth Retirement Investments’s Novartis NVS Stock Holding History

Commonwealth Retirement Investments’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
2025
Q4 		– Sell
-1,000
Closed -$128K – 438
2025
Q3 		$128K Buy
+1,000
New +$122K 0.04% 119

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

Commonwealth Retirement Investments's NVS Position: Q1 2026 in Review

Commonwealth Retirement Investments held its Novartis (NVS) position steady in Q1 2026 at 1,931 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #107.

Commonwealth Retirement Investments first reported a position in NVS in Q2 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Commonwealth Retirement Investments held 1,931 shares of Novartis worth $295K as of Q1 2026.
  • Commonwealth Retirement Investments left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.09% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #107 holding.
  • Commonwealth Retirement Investments first reported a position in Novartis in Q2 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.