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Ellevest Inc’s Novartis NVS Stock Holding History

Ellevest Inc’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 		$1.82M Buy
11,912
+1,995
+20% +$306K 0.25% 53
2025
Q4 		$1.37M Sell
9,917
-115
-1% -$15.1K 0.19% 73
2025
Q3 		$1.29M Sell
10,032
-513
-5% -$62.6K 0.18% 77
2025
Q2 		$1.28M Sell
10,545
-592
-5% -$66.7K 0.2% 73
2025
Q1 		$1.24M Sell
11,137
-4,833
-30% -$515K 0.08% 81
2024
Q4 		$1.55M Sell
15,970
-2,326
-13% -$248K 0.09% 70
2024
Q3 		$2.1M Buy
18,296
+94
+0.5% +$10.7K 0.12% 53
2024
Q2 		$1.94M Buy
18,202
+1,952
+12% +$196K 0.12% 55
2024
Q1 		$1.57M Buy
16,250
+1,177
+8% +$121K 0.1% 60
2023
Q4 		$1.52M Buy
15,073
+445
+3% +$43K 0.1% 60
2023
Q3 		$1.49M Buy
14,628
+1,886
+15% +$191K 0.11% 55
2023
Q2 		$1.29M Buy
12,742
+1,312
+11% +$131K 0.1% 57
2023
Q1 		$1.05M Buy
11,430
+1,105
+11% +$96.5K 0.08% 58
2022
Q4 		$937K Buy
10,325
+4,367
+73% +$368K 0.08% 63
2022
Q3 		$453K Sell
5,958
-4,846
-45% -$402K 0.04% 108
2022
Q2 		$913K Buy
10,804
+1,874
+21% +$164K 0.09% 56
2022
Q1 		$784K Buy
8,930
+1,610
+22% +$139K 0.07% 66
2021
Q4 		$640K Sell
7,320
-240
-3% -$19.9K 0.06% 78
2021
Q3 		$618K Buy
7,560
+1,680
+29% +$151K 0.06% 75
2021
Q2 		$536K Buy
5,880
+861
+17% +$76.7K 0.05% 83
2021
Q1 		$429K Buy
5,019
+897
+22% +$80.5K 0.05% 90
2020
Q4 		$389K Buy
4,122
+1,218
+42% +$106K 0.06% 79
2020
Q3 		$253K Buy
2,904
+39
+1% +$3.38K 0.05% 108
2020
Q2 		$250K Buy
2,865
+1,168
+69% +$101K 0.05% 100
2020
Q1 		$140K Buy
1,697
+982
+137% +$87.6K 0.04% 110
2019
Q4 		$68K Buy
715
+700
+4,667% +$62.8K 0.02% 138
2019
Q3 		$1K Sell
15
-113
-88% -$10.1K ﹤0.01% 436
2019
Q2 		$12K Buy
+128
New +$10.8K ﹤0.01% 239

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

Ellevest Inc's NVS Position: Q1 2026 in Review

Ellevest Inc increased its Novartis (NVS) stake by 20% in Q1 2026, buying an estimated $306K and bringing the position to 11,912 shares worth $1.82M. The position accounts for 0.25% of the portfolio, ranked #53.

Ellevest Inc first reported a position in NVS in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.1M in Q3 2024. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Ellevest Inc held 11,912 shares of Novartis worth $1.82M as of Q1 2026.
  • Ellevest Inc bought 1,995 Novartis shares in Q1 2026, an estimated $306K.
  • Novartis made up 0.25% of Ellevest Inc's portfolio in Q1 2026, its #53 holding.
  • Ellevest Inc first reported a position in Novartis in Q2 2019 and has held it in 28 quarters since.
  • Ellevest Inc's Novartis position peaked at $2.1M in Q3 2024.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.