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Foundations Investment Advisors’s Novartis NVS Stock Holding History

Foundations Investment 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 		$688K Buy
4,504
+275
+7% +$42.2K 0.01% 624
2025
Q4 		$583K Sell
4,229
-1,205
-22% -$158K 0.01% 659
2025
Q3 		$697K Sell
5,434
-2,301
-30% -$281K 0.01% 566
2025
Q2 		$936K Sell
7,735
-278
-3% -$31.3K 0.01% 449
2025
Q1 		$893K Sell
8,013
-81,061
-91% -$8.63M 0.02% 429
2024
Q4 		$8.67M Buy
89,074
+18,894
+27% +$2.01M 0.17% 120
2024
Q3 		$8.07M Buy
70,180
+6,365
+10% +$722K 0.17% 117
2024
Q2 		$6.79M Buy
63,815
+14,581
+30% +$1.46M 0.16% 112
2024
Q1 		$4.76M Buy
49,234
+10,930
+29% +$1.12M 0.12% 141
2023
Q4 		$4.03M Buy
38,304
+2,781
+8% +$268K 0.11% 142
2023
Q3 		$3.62M Buy
35,523
+21,667
+156% +$2.2M 0.11% 147
2023
Q2 		$1.4M Buy
13,856
+2,767
+25% +$277K 0.05% 223
2023
Q1 		$1.02M Sell
11,089
-91
-0.8% -$7.95K 0.04% 237
2022
Q4 		$1.01M Buy
11,180
+3,567
+47% +$300K 0.04% 198
2022
Q3 		$579K Buy
+7,613
New +$631K 0.03% 214
2019
Q4 		– Sell
-2,780
Closed -$237K – 133
2019
Q3 		$237K Buy
2,780
+99
+4% +$8.89K 0.03% 116
2019
Q2 		$248K Sell
2,681
-93
-3% -$7.87K 0.04% 107
2019
Q1 		$239K Buy
2,774
+24
+0.9% +$1.93K 0.04% 83
2018
Q4 		$219K Sell
2,750
-94
-3% -$7.32K 0.05% 92
2018
Q3 		$220K Buy
+2,844
New +$210K 0.05% 94

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

Foundations Investment Advisors's NVS Position: Q1 2026 in Review

Foundations Investment Advisors increased its Novartis (NVS) stake by 6.5% in Q1 2026, buying an estimated $42.2K and bringing the position to 4,504 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #624.

Foundations Investment Advisors first reported a position in NVS in Q3 2018 and has held it in 20 quarters since. The position peaked at $8.67M in Q4 2024. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Foundations Investment Advisors held 4,504 shares of Novartis worth $688K as of Q1 2026.
  • Foundations Investment Advisors bought 275 Novartis shares in Q1 2026, an estimated $42.2K.
  • Novartis made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #624 holding.
  • Foundations Investment Advisors first reported a position in Novartis in Q3 2018 and has held it in 20 quarters since.
  • Foundations Investment Advisors's Novartis position peaked at $8.67M in Q4 2024.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.