DeDora Capital
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DeDora Capital’s Novartis NVS Stock Holding History

DeDora Capital’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
Q3 		$69K Buy
+484
New +$73.4K 0.02% 167
2022
Q2 		– Sell
-385
Closed -$34K – 306
2022
Q1 		$34K Buy
+385
New +$33.3K 0.01% 190

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

DeDora Capital's NVS Position: Q3 2026 in Review

DeDora Capital opened a new position in Novartis (NVS) in Q3 2026: 484 shares worth $69K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings. This is a return to the name: DeDora Capital previously reported a position in NVS as recently as Q1 2022.

DeDora Capital first reported a position in NVS in Q1 2022 and has held it in 2 quarters since. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • DeDora Capital held 484 shares of Novartis worth $69K as of Q3 2026.
  • Novartis was a new DeDora Capital position in Q3 2026.
  • Novartis made up 0.02% of DeDora Capital's portfolio in Q3 2026, its #167 holding.
  • DeDora Capital first reported a position in Novartis in Q1 2022 and has held it in 2 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.