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Evoke Wealth’s Novartis NVS Stock Holding History

Evoke Wealth’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 		$551K Sell
3,604
-181
-5% -$27.7K 0.01% 388
2025
Q4 		$522K Buy
3,785
+1,002
+36% +$131K 0.01% 380
2025
Q3 		$357K Buy
2,783
+109
+4% +$13.3K 0.01% 460
2025
Q2 		$324K Buy
2,674
+835
+45% +$94.1K 0.01% 441
2025
Q1 		$212K Buy
+1,839
New +$196K 0.01% 411
2024
Q4 		– Sell
-1,802
Closed -$207K – 452
2024
Q3 		$207K Buy
+1,802
New +$204K 0.01% 388
2022
Q4 		– Sell
-2,782
Closed -$211K – 874
2022
Q3 		$211K Buy
2,782
+890
+47% +$73.8K 0.01% 313
2022
Q2 		$160K Buy
1,892
+446
+31% +$39.1K 0.01% 343
2022
Q1 		$127K Hold
1,446
– – ﹤0.01% 403
2021
Q4 		$126K Sell
1,446
-134
-8% -$11.1K ﹤0.01% 415
2021
Q3 		$129K Buy
1,580
+59
+4% +$5.31K ﹤0.01% 393
2021
Q2 		$139K Hold
1,521
– – 0.01% 401
2021
Q1 		$130K Buy
1,521
+1,116
+276% +$100K 0.01% 354
2020
Q4 		$38K Sell
405
-560
-58% -$48.9K ﹤0.01% 404
2020
Q3 		$84K Buy
965
+558
+137% +$48.3K 0.01% 303
2020
Q2 		$36K Sell
407
-142
-26% -$12.3K ﹤0.01% 389
2020
Q1 		$45.3K Sell
549
-1,740
-76% -$155K 0.01% 350
2019
Q4 		$217K Buy
2,289
+223
+11% +$20K 0.03% 213
2019
Q3 		$180K Buy
+2,066
New +$186K 0.02% 273

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

Evoke Wealth's NVS Position: Q1 2026 in Review

Evoke Wealth reduced its Novartis (NVS) stake by 4.8% in Q1 2026, selling an estimated $27.7K and leaving 3,604 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #388.

Evoke Wealth first reported a position in NVS in Q3 2019 and has held it in 19 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Evoke Wealth held 3,604 shares of Novartis worth $551K as of Q1 2026.
  • Evoke Wealth sold 181 Novartis shares in Q1 2026, an estimated $27.7K.
  • Novartis made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #388 holding.
  • Evoke Wealth first reported a position in Novartis in Q3 2019 and has held it in 19 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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