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Forvis Mazars Wealth Advisors’s Novartis NVS Stock Holding History

Forvis Mazars Wealth Advisors’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 		$294K Sell
1,924
-8
-0.4% -$1.23K 0.01% 360
2025
Q4 		$266K Sell
1,932
-169
-8% -$22.1K 0.01% 369
2025
Q3 		$269K Sell
2,101
-527
-20% -$64.3K 0.01% 363
2025
Q2 		$318K Sell
2,628
-298
-10% -$33.6K 0.01% 344
2025
Q1 		$326K Buy
2,926
+190
+7% +$20.2K 0.01% 337
2024
Q4 		$266K Sell
2,736
-42
-2% -$4.48K 0.01% 386
2024
Q3 		$320K Sell
2,778
-29
-1% -$3.29K 0.01% 375
2024
Q2 		$299K Buy
2,807
+192
+7% +$19.3K 0.01% 351
2024
Q1 		$253K Sell
2,615
-1,171
-31% -$120K 0.01% 365
2023
Q4 		$382K Sell
3,786
-538
-12% -$51.9K 0.01% 310
2023
Q3 		$440K Sell
4,324
-2,859
-40% -$290K 0.01% 291
2023
Q2 		$725K Buy
7,183
+2,608
+57% +$261K 0.02% 245
2023
Q1 		$421K Sell
4,575
-607
-12% -$53K 0.01% 285
2022
Q4 		$470K Sell
5,182
-338
-6% -$28.5K 0.02% 269
2022
Q3 		$419K Sell
5,520
-447
-7% -$37.1K 0.02% 274
2022
Q2 		$504K Buy
5,967
+760
+15% +$66.7K 0.02% 249
2022
Q1 		$457K Buy
5,207
+1,432
+38% +$124K 0.02% 199
2021
Q4 		$330K Buy
3,775
+404
+12% +$33.5K 0.01% 219
2021
Q3 		$276K Buy
3,371
+818
+32% +$73.6K 0.01% 226
2021
Q2 		$233K Sell
2,553
-1,078
-30% -$96K 0.01% 243
2021
Q1 		$310K Sell
3,631
-19
-0.5% -$1.71K 0.02% 221
2020
Q4 		$345K Buy
3,650
+1,014
+38% +$88.6K 0.02% 273
2020
Q3 		$229K Sell
2,636
-50
-2% -$4.33K 0.01% 296
2020
Q2 		$235K Buy
2,686
+184
+7% +$15.9K 0.02% 279
2020
Q1 		$206K Buy
+2,502
New +$223K 0.02% 270

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

Forvis Mazars Wealth Advisors's NVS Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Novartis (NVS) stake by 0.41% in Q1 2026, selling an estimated $1.23K and leaving 1,924 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #360.

Forvis Mazars Wealth Advisors first reported a position in NVS in Q1 2020 and has held it in 25 quarters since. The position peaked at $725K in Q2 2023. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 1,924 shares of Novartis worth $294K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 8 Novartis shares in Q1 2026, an estimated $1.23K.
  • Novartis made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #360 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Novartis in Q1 2020 and has held it in 25 quarters since.
  • Forvis Mazars Wealth Advisors's Novartis position peaked at $725K in Q2 2023.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.