Compass Ion Advisors’s Novartis NVS Stock Holding History

Compass Ion Advisors’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	$396K	Buy	2,591 +31	+1%	+$4.75K	0.04%	200
2025 Q4	$353K	Sell	2,560 -164	-6%	-$21.5K	0.03%	204
2025 Q3	$349K	Buy	2,724 +149	+6%	+$18.2K	0.03%	207
2025 Q2	$312K	Hold	2,575	–	–	0.03%	207
2025 Q1	$287K	Hold	2,575	–	–	0.03%	213
2024 Q4	$251K	Sell	2,575 -82	-3%	-$8.74K	0.03%	228
2024 Q3	$306K	Sell	2,657 -47	-2%	-$5.33K	0.04%	205
2024 Q2	$262K	Hold	2,704	–	–	0.04%	199
2024 Q1	$262K	Hold	2,704	–	–	0.04%	199
2023 Q4	$273K	Sell	2,704 -233	-8%	-$22.5K	0.04%	197
2023 Q3	$299K	Buy	+2,937	New	+$298K	0.05%	186
2020 Q4	–	Sell	-2,768	Closed	-$241K	–	90
2020 Q3	$241K	Buy	+2,768	New	+$240K	0.15%	70

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

Compass Ion Advisors's NVS Position: Q1 2026 in Review

Compass Ion Advisors increased its Novartis (NVS) stake by 1.2% in Q1 2026, buying an estimated $4.75K and bringing the position to 2,591 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #200.

Compass Ion Advisors first reported a position in NVS in Q3 2020 and has held it in 12 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Compass Ion Advisors held 2,591 shares of Novartis worth $396K as of Q1 2026.
Compass Ion Advisors bought 31 Novartis shares in Q1 2026, an estimated $4.75K.
Novartis made up 0.04% of Compass Ion Advisors's portfolio in Q1 2026, its #200 holding.
Compass Ion Advisors first reported a position in Novartis in Q3 2020 and has held it in 12 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.