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CreativeOne Wealth’s Novartis NVS Stock Holding History

CreativeOne Wealth’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 		$529K Sell
3,462
-38
-1% -$5.83K 0.01% 785
2025
Q4 		$483K Buy
3,500
+955
+38% +$125K 0.01% 798
2025
Q3 		$326K Buy
2,545
+88
+4% +$10.7K 0.01% 920
2025
Q2 		$297K Sell
2,457
-20
-0.8% -$2.25K 0.01% 920
2025
Q1 		$276K Buy
2,477
+197
+9% +$21K 0.01% 890
2024
Q4 		$222K Sell
2,280
-4,492
-66% -$479K 0.01% 985
2024
Q3 		$779K Buy
+6,772
New +$768K 0.03% 502
2024
Q2 		– Sell
-6,239
Closed -$604K – 873
2024
Q1 		$604K Buy
+6,239
New +$640K 0.02% 512
2023
Q3 		– Sell
-4,078
Closed -$412K – 747
2023
Q2 		$412K Sell
4,078
-373
-8% -$37.3K 0.02% 549
2023
Q1 		$410K Buy
4,451
+1,466
+49% +$128K 0.02% 523
2022
Q4 		$271K Buy
+2,985
New +$251K 0.01% 602
2022
Q3 		– Sell
-2,596
Closed -$219K – 750
2022
Q2 		$219K Sell
2,596
-720
-22% -$63.2K 0.01% 650
2022
Q1 		$291K Sell
3,316
-1,710
-34% -$148K 0.02% 584
2021
Q4 		$440K Buy
+5,026
New +$417K 0.02% 481
2021
Q3 		– Sell
-3,481
Closed -$317K – 723
2021
Q2 		$317K Sell
3,481
-126
-3% -$11.2K 0.02% 520
2021
Q1 		$309K Buy
3,607
+422
+13% +$37.9K 0.02% 436
2020
Q4 		$301K Buy
+3,185
New +$278K 0.02% 372

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

CreativeOne Wealth's NVS Position: Q1 2026 in Review

CreativeOne Wealth reduced its Novartis (NVS) stake by 1.1% in Q1 2026, selling an estimated $5.83K and leaving 3,462 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #785.

CreativeOne Wealth first reported a position in NVS in Q4 2020 and has held it in 17 quarters since. The position peaked at $779K in Q3 2024. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • CreativeOne Wealth held 3,462 shares of Novartis worth $529K as of Q1 2026.
  • CreativeOne Wealth sold 38 Novartis shares in Q1 2026, an estimated $5.83K.
  • Novartis made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #785 holding.
  • CreativeOne Wealth first reported a position in Novartis in Q4 2020 and has held it in 17 quarters since.
  • CreativeOne Wealth's Novartis position peaked at $779K in Q3 2024.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.