Focus Partners Wealth
NVS icon

Focus Partners Wealth’s Novartis NVS Stock Holding History

Focus Partners 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 		$42.8M Buy
280,428
+71,868
+34% +$11M 0.05% 322
2025
Q4 		$28.7M Buy
208,560
+152,616
+273% +$20M 0.03% 409
2025
Q3 		$7.17M Buy
55,944
+4,307
+8% +$526K 0.01% 652
2025
Q2 		$6.25M Buy
51,637
+4,089
+9% +$461K 0.01% 609
2025
Q1 		$5.31M Buy
47,548
+5,504
+13% +$586K 0.01% 609
2024
Q4 		$4.09M Buy
42,044
+12,407
+42% +$1.32M 0.01% 669
2024
Q3 		$3.41M Sell
29,637
-6,747
-19% -$766K 0.01% 651
2024
Q2 		$3.87M Buy
36,384
+6,211
+21% +$623K 0.01% 539
2024
Q1 		$2.92M Buy
30,173
+22,929
+317% +$2.35M 0.02% 425
2023
Q4 		$731K Buy
+7,244
New +$699K 0.01% 505

Other funds holding NVS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $5.7T AUM 30.48% 1-Year Est. Return