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Daymark Wealth Partners’s Novartis NVS Stock Holding History

Daymark Wealth Partners’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 		$5.01M Buy
32,801
+78
+0.2% +$12K 0.16% 115
2025
Q4 		$4.51M Sell
32,723
-337
-1% -$44.1K 0.14% 119
2025
Q3 		$4.24M Sell
33,060
-247
-0.7% -$30.1K 0.14% 126
2025
Q2 		$4.03M Buy
33,307
+3,709
+13% +$418K 0.15% 121
2025
Q1 		$3.3M Buy
29,598
+326
+1% +$34.7K 0.14% 124
2024
Q4 		$2.85M Buy
29,272
+1,395
+5% +$149K 0.12% 137
2024
Q3 		$3.21M Buy
27,877
+1,056
+4% +$120K 0.14% 131
2024
Q2 		$2.86M Buy
26,821
+2,544
+10% +$255K 0.13% 131
2024
Q1 		$2.35M Buy
24,277
+856
+4% +$87.8K 0.13% 120
2023
Q4 		$2.36M Buy
23,421
+1,001
+4% +$96.6K 0.15% 115
2023
Q3 		$2.28M Buy
22,420
+68
+0.3% +$6.9K 0.16% 114
2023
Q2 		$2.26M Buy
22,352
+519
+2% +$51.9K 0.17% 113
2023
Q1 		$2.01M Buy
21,833
+734
+3% +$64.1K 0.27% 81
2022
Q4 		$1.91M Buy
+21,099
New +$1.78M 0.34% 67

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

Daymark Wealth Partners's NVS Position: Q1 2026 in Review

Daymark Wealth Partners increased its Novartis (NVS) stake by 0.24% in Q1 2026, buying an estimated $12K and bringing the position to 32,801 shares worth $5.01M. The position accounts for 0.16% of the portfolio, ranked #115.

Daymark Wealth Partners first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Daymark Wealth Partners held 32,801 shares of Novartis worth $5.01M as of Q1 2026.
  • Daymark Wealth Partners bought 78 Novartis shares in Q1 2026, an estimated $12K.
  • Novartis made up 0.16% of Daymark Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Daymark Wealth Partners first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.