Financial Consulate’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$73.6K Buy
482
+328
+213% +$50.3K 0.01% 257
2025
Q4
$21.2K Buy
154
+30
+24% +$3.93K ﹤0.01% 460
2025
Q3
$15.9K Buy
+124
New +$15.1K ﹤0.01% 493

Other funds holding NVS

Financial Consulate's NVS Position: Q1 2026 in Review

Financial Consulate increased its Novartis (NVS) stake by 213% in Q1 2026, buying an estimated $50.3K and bringing the position to 482 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #257.

Financial Consulate first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Financial Consulate held 482 shares of Novartis worth $73.6K as of Q1 2026.
  • Financial Consulate bought 328 Novartis shares in Q1 2026, an estimated $50.3K.
  • Novartis made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #257 holding.
  • Financial Consulate first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.