First Affirmative Financial Network’s Novartis NVS Stock Holding History

First Affirmative Financial Network’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	$1.92M	Buy	+12,575	New	+$1.93M	0.75%	25
2025 Q3	$1.41M	Buy	10,962 +798	+8%	+$97.4K	0.66%	26
2025 Q2	$1.23M	Buy	10,164 +1,106	+12%	+$125K	0.63%	31
2025 Q1	$1.01M	Buy	9,058 +447	+5%	+$47.6K	0.62%	30
2024 Q4	$838K	Buy	8,611 +897	+12%	+$95.7K	0.48%	46
2024 Q3	$887K	Buy	7,714 +1,909	+33%	+$217K	0.49%	47
2024 Q2	$618K	Buy	5,805 +1,048	+22%	+$105K	0.43%	51
2024 Q1	$460K	Sell	4,757 -218	-4%	-$22.4K	0.34%	88
2023 Q4	$502K	Sell	4,975 -61	-1%	-$5.89K	0.4%	65
2023 Q3	$513K	Sell	5,036 -228	-4%	-$23.1K	0.5%	50
2023 Q2	$531K	Sell	5,264 -230	-4%	-$23K	0.53%	46
2023 Q1	$505K	Sell	5,494 -429	-7%	-$37.5K	0.58%	42
2022 Q4	$537K	Sell	5,923 -476	-7%	-$40.1K	0.65%	30
2022 Q3	$486K	Sell	6,399 -874	-12%	-$72.4K	0.62%	32
2022 Q2	$615K	Sell	7,273 -377	-5%	-$33.1K	0.7%	28
2022 Q1	$671K	Buy	7,650 +776	+11%	+$67.2K	0.64%	33
2021 Q4	$601K	Buy	6,874 +484	+8%	+$40.2K	0.55%	42
2021 Q3	$523K	Buy	+6,390	New	+$575K	0.54%	46

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Affirmative Financial Network's NVS Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Novartis (NVS) in Q1 2026: 12,575 shares worth $1.92M. The stake represents 0.75% of the portfolio and ranks #25 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in NVS as recently as Q3 2025.

First Affirmative Financial Network first reported a position in NVS in Q3 2021 and has held it in 18 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

First Affirmative Financial Network held 12,575 shares of Novartis worth $1.92M as of Q1 2026.
Novartis was a new First Affirmative Financial Network position in Q1 2026.
Novartis made up 0.75% of First Affirmative Financial Network's portfolio in Q1 2026, its #25 holding.
First Affirmative Financial Network first reported a position in Novartis in Q3 2021 and has held it in 18 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.