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Dynasty Wealth Management’s Novartis NVS Stock Holding History

Dynasty Wealth Management’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 		$1.85M Sell
12,115
-94
-0.8% -$14.4K 0.02% 134
2025
Q4 		$1.68M Buy
12,209
+579
+5% +$75.8K 0.02% 146
2025
Q3 		$1.49M Buy
+11,630
New +$1.42M 0.02% 137

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

Dynasty Wealth Management's NVS Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Novartis (NVS) stake by 0.77% in Q1 2026, selling an estimated $14.4K and leaving 12,115 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #134.

Dynasty Wealth Management first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Dynasty Wealth Management held 12,115 shares of Novartis worth $1.85M as of Q1 2026.
  • Dynasty Wealth Management sold 94 Novartis shares in Q1 2026, an estimated $14.4K.
  • Novartis made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Dynasty Wealth Management first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.