Diversify Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Diversify Wealth Management's NVS Position: Q1 2026 in Review
Diversify Wealth Management opened a new position in Novartis (NVS) in Q1 2026: 7,856 shares worth $1.12M. The stake represents 0.02% of the portfolio and ranks #566 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in NVS as recently as Q4 2024.
Diversify Wealth Management first reported a position in NVS in Q3 2024 and has held it in 3 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Diversify Wealth Management held 7,856 shares of Novartis worth $1.12M as of Q1 2026.
- Novartis was a new Diversify Wealth Management position in Q1 2026.
- Novartis made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #566 holding.
- Diversify Wealth Management first reported a position in Novartis in Q3 2024 and has held it in 3 quarters since.
- 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.