DecisionPoint Financial’s Novartis NVS Stock Holding History

DecisionPoint Financial’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	$3.82K	Hold	25	–	–	﹤0.01%	239
2025 Q4	$3.45K	Hold	25	–	–	﹤0.01%	290
2025 Q3	$3.29K	Buy	+25	New	+$3.05K	﹤0.01%	199

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

DecisionPoint Financial's NVS Position: Q1 2026 in Review

DecisionPoint Financial held its Novartis (NVS) position steady in Q1 2026 at 25 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

DecisionPoint Financial first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

DecisionPoint Financial held 25 shares of Novartis worth $3.82K as of Q1 2026.
DecisionPoint Financial left its Novartis share count unchanged in Q1 2026.
Novartis made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #239 holding.
DecisionPoint Financial first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.