Elk River Wealth Management’s Novartis NVS Stock Holding History

Elk River 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	$315K	Hold	2,060	–	–	0.05%	87
2025 Q4	$284K	Hold	2,060	–	–	0.05%	90
2025 Q3	$264K	Hold	2,060	–	–	0.04%	91
2025 Q2	$249K	Hold	2,060	–	–	0.04%	88
2025 Q1	$238K	Hold	2,060	–	–	0.04%	89
2024 Q4	$200K	Hold	2,060	–	–	0.04%	97
2024 Q3	$237K	Hold	2,060	–	–	0.04%	90
2024 Q2	$219K	Hold	2,060	–	–	0.04%	86
2024 Q1	$207K	Hold	2,060	–	–	0.04%	93
2023 Q4	$208K	Hold	2,060	–	–	0.04%	107
2023 Q3	$210K	Hold	2,060	–	–	0.05%	100
2023 Q2	$208K	Buy	+2,060	New	+$206K	0.04%	107
2021 Q1	–	Sell	-2,184	Closed	-$206K	–	126
2020 Q4	$206K	Buy	+2,184	New	+$191K	0.07%	114

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

Elk River Wealth Management's NVS Position: Q1 2026 in Review

Elk River Wealth Management held its Novartis (NVS) position steady in Q1 2026 at 2,060 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #87.

Elk River Wealth Management first reported a position in NVS in Q4 2020 and has held it in 13 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Elk River Wealth Management held 2,060 shares of Novartis worth $315K as of Q1 2026.
Elk River Wealth Management left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.05% of Elk River Wealth Management's portfolio in Q1 2026, its #87 holding.
Elk River Wealth Management first reported a position in Novartis in Q4 2020 and has held it in 13 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.