Empower Advisory Group
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Empower Advisory Group’s Novartis NVS Stock Holding History

Empower Advisory Group’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 		$290K Sell
1,900
-410
-18% -$62.8K ﹤0.01% 424
2025
Q4 		$318K Buy
2,310
+430
+23% +$56.3K ﹤0.01% 402
2025
Q3 		$241K Buy
+1,880
New +$229K ﹤0.01% 475
2025
Q2 		– Sell
-2,306
Closed -$257K – 516
2025
Q1 		$257K Buy
+2,306
New +$245K ﹤0.01% 427
2024
Q1 		– Sell
-2,030
Closed -$205K – 509
2023
Q4 		$205K Sell
2,030
-579
-22% -$55.9K ﹤0.01% 459
2023
Q3 		$266K Buy
2,609
+612
+31% +$62.1K ﹤0.01% 407
2023
Q2 		$202K Buy
+1,997
New +$200K ﹤0.01% 467

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

Empower Advisory Group's NVS Position: Q1 2026 in Review

Empower Advisory Group reduced its Novartis (NVS) stake by 18% in Q1 2026, selling an estimated $62.8K and leaving 1,900 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Empower Advisory Group first reported a position in NVS in Q2 2023 and has held it in 7 quarters since. The position peaked at $318K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Empower Advisory Group held 1,900 shares of Novartis worth $290K as of Q1 2026.
  • Empower Advisory Group sold 410 Novartis shares in Q1 2026, an estimated $62.8K.
  • Novartis made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #424 holding.
  • Empower Advisory Group first reported a position in Novartis in Q2 2023 and has held it in 7 quarters since.
  • Empower Advisory Group's Novartis position peaked at $318K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.