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EverSource Wealth Advisors’s Novartis NVS Stock Holding History

EverSource Wealth Advisors’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 		$994K Buy
6,504
+2,681
+70% +$411K 0.03% 382
2025
Q4 		$527K Buy
3,823
+622
+19% +$81.5K 0.02% 527
2025
Q3 		$410K Buy
3,201
+180
+6% +$22K 0.02% 578
2025
Q2 		$366K Buy
3,021
+855
+39% +$96.4K 0.02% 577
2025
Q1 		$242K Sell
2,166
-961
-31% -$102K 0.01% 589
2024
Q4 		$304K Buy
3,127
+420
+16% +$44.8K 0.02% 502
2024
Q3 		$311K Buy
2,707
+60
+2% +$6.81K 0.02% 438
2024
Q2 		$295K Buy
2,647
+634
+31% +$63.6K 0.02% 443
2024
Q1 		$196K Buy
2,013
+98
+5% +$10K 0.02% 496
2023
Q4 		$193K Buy
1,915
+48
+3% +$4.63K 0.02% 437
2023
Q3 		$190K Sell
1,867
-497
-21% -$50.4K 0.02% 409
2023
Q2 		$239K Buy
2,364
+403
+21% +$40.3K 0.03% 364
2023
Q1 		$180K Sell
1,961
-89
-4% -$7.77K 0.02% 388
2022
Q4 		$186K Sell
2,050
-524
-20% -$44.1K 0.03% 363
2022
Q3 		$196K Sell
2,574
-329
-11% -$27.3K 0.04% 302
2022
Q2 		$245K Sell
2,903
-28
-1% -$2.46K 0.06% 238
2022
Q1 		$257K Buy
2,931
+274
+10% +$23.7K 0.07% 223
2021
Q4 		$232K Buy
+2,657
New +$221K 0.07% 205

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

EverSource Wealth Advisors's NVS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Novartis (NVS) stake by 70% in Q1 2026, buying an estimated $411K and bringing the position to 6,504 shares worth $994K. The position accounts for 0.03% of the portfolio, ranked #382.

EverSource Wealth Advisors first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • EverSource Wealth Advisors held 6,504 shares of Novartis worth $994K as of Q1 2026.
  • EverSource Wealth Advisors bought 2,681 Novartis shares in Q1 2026, an estimated $411K.
  • Novartis made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #382 holding.
  • EverSource Wealth Advisors first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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