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Connecticut Wealth Management’s Novartis NVS Stock Holding History

Connecticut 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
-2,040
Closed -$281K – 337
2025
Q4 		$281K Hold
2,040
– – 0.01% 273
2025
Q3 		$262K Hold
2,040
– – 0.01% 288
2025
Q2 		$247K Sell
2,040
-12
-0.6% -$1.35K 0.01% 281
2025
Q1 		$229K Sell
2,052
-100
-5% -$10.6K 0.01% 283
2024
Q4 		$209K Buy
2,152
+36
+2% +$3.84K 0.01% 259
2024
Q3 		$243K Sell
2,116
-142
-6% -$16.1K 0.01% 288
2024
Q2 		$240K Sell
2,258
-189
-8% -$19K 0.01% 292
2024
Q1 		$237K Sell
2,447
-75
-3% -$7.69K 0.01% 299
2023
Q4 		$255K Buy
2,522
+151
+6% +$14.6K 0.01% 282
2023
Q3 		$242K Buy
+2,371
New +$241K 0.02% 257

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Connecticut Wealth Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 2,040 shares — an estimated $281K sold.

Connecticut Wealth Management first reported a position in NVS in Q3 2023 and held it in 10 quarters. The position peaked at $281K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Connecticut Wealth Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 2,040 Novartis shares in Q1 2026, an estimated $281K.
  • Connecticut Wealth Management first reported a position in Novartis in Q3 2023 and held it in 10 quarters.
  • Connecticut Wealth Management's Novartis position peaked at $281K in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.