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Financial Freedom LLC’s Novartis NVS Stock Holding History

Financial Freedom LLC’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 		$511 Hold
3
– – ﹤0.01% 416
2025
Q4 		$452 Hold
3
– – ﹤0.01% 334
2025
Q3 		$421 Hold
3
– – ﹤0.01% 354
2025
Q2 		$397 Hold
3
– – ﹤0.01% 350
2025
Q1 		$355 Hold
3
– – ﹤0.01% 361
2024
Q4 		$310 Hold
3
– – ﹤0.01% 358
2024
Q3 		$366 Hold
3
– – ﹤0.01% 354
2024
Q2 		$339 Hold
3
– – ﹤0.01% 368
2024
Q1 		$298 Hold
3
– – ﹤0.01% 360
2023
Q4 		$311 Hold
3
– – ﹤0.01% 356
2023
Q3 		$314 Hold
3
– – ﹤0.01% 366
2023
Q2 		$311 Hold
3
– – ﹤0.01% 400
2023
Q1 		$284 Hold
3
– – ﹤0.01% 396
2022
Q4 		$272 Buy
+3
New +$253 ﹤0.01% 400

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

Financial Freedom LLC's NVS Position: Q1 2026 in Review

Financial Freedom LLC held its Novartis (NVS) position steady in Q1 2026 at 3 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Financial Freedom LLC first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Financial Freedom LLC held 3 shares of Novartis worth $511 as of Q1 2026.
  • Financial Freedom LLC left its Novartis share count unchanged in Q1 2026.
  • Novartis made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #416 holding.
  • Financial Freedom LLC first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.