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Fourth Dimension Wealth’s Novartis NVS Stock Holding History

Fourth Dimension 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
Q2 		$62.7K Hold
400
– – 0.02% 243
2026
Q1 		$61.1K Hold
400
– – 0.02% 211
2025
Q4 		$55.1K Hold
400
– – 0.02% 226
2025
Q3 		$51.3K Hold
400
– – 0.02% 225
2025
Q2 		$48.4K Hold
400
– – 0.02% 229
2025
Q1 		$44.6K Hold
400
– – 0.02% 231
2024
Q4 		$38.9K Buy
+400
New +$42.7K 0.02% 252

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fourth Dimension Wealth's NVS Position: Q2 2026 in Review

Fourth Dimension Wealth held its Novartis (NVS) position steady in Q2 2026 at 400 shares worth $62.7K. The position accounts for 0.02% of the portfolio, ranked #243.

Fourth Dimension Wealth first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Fourth Dimension Wealth held 400 shares of Novartis worth $62.7K as of Q2 2026.
  • Fourth Dimension Wealth left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #243 holding.
  • Fourth Dimension Wealth first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.