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Evergreen Wealth Solutions’s Novartis NVS Stock Holding History

Evergreen Wealth Solutions’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 		$526K Buy
3,441
+690
+25% +$106K 0.04% 243
2025
Q4 		$379K Buy
2,751
+223
+9% +$29.2K 0.05% 143
2025
Q3 		$324K Buy
+2,528
New +$308K 0.18% 86

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

Evergreen Wealth Solutions's NVS Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Novartis (NVS) stake by 25% in Q1 2026, buying an estimated $106K and bringing the position to 3,441 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #243.

Evergreen Wealth Solutions first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Evergreen Wealth Solutions held 3,441 shares of Novartis worth $526K as of Q1 2026.
  • Evergreen Wealth Solutions bought 690 Novartis shares in Q1 2026, an estimated $106K.
  • Novartis made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #243 holding.
  • Evergreen Wealth Solutions first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.