FRG Family Wealth Advisors’s Novartis NVS Stock Holding History

FRG Family 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	$1.16M	Sell	7,605 -2,613	-26%	-$401K	0.19%	80
2025 Q4	$1.41M	Buy	10,218 +778	+8%	+$102K	0.22%	73
2025 Q3	$1.21M	Hold	9,440	–	–	0.19%	78
2025 Q2	$1.14M	Hold	9,440	–	–	0.2%	79
2025 Q1	$1.05M	Sell	9,440 -485	-5%	-$51.6K	0.2%	79
2024 Q4	$966K	Hold	9,925	–	–	0.18%	81
2024 Q3	$1.14M	Hold	9,925	–	–	0.2%	78
2024 Q2	$1.09M	Hold	9,925	–	–	0.21%	75
2024 Q1	$964K	Sell	9,925 -350	-3%	-$35.9K	0.19%	80
2023 Q4	$1.04M	Hold	10,275	–	–	0.21%	70
2023 Q3	$1.05M	Hold	10,275	–	–	0.24%	72
2023 Q2	$1.04M	Hold	10,275	–	–	0.23%	72
2023 Q1	$945K	Hold	10,275	–	–	0.22%	79
2022 Q4	$932K	Hold	10,275	–	–	0.22%	83
2022 Q3	$781K	Hold	10,275	–	–	0.19%	82
2022 Q2	$869K	Hold	10,275	–	–	0.2%	79
2022 Q1	$902K	Hold	10,275	–	–	0.18%	78
2021 Q4	$899K	Buy	10,275 +565	+6%	+$46.9K	0.17%	80
2021 Q3	$794K	Sell	9,710 -1,062	-10%	-$95.5K	0.16%	85
2021 Q2	$983K	Hold	10,772	–	–	0.19%	77
2021 Q1	$921K	Hold	10,772	–	–	0.19%	75
2020 Q4	$1.02M	Sell	10,772 -730	-6%	-$63.8K	0.22%	70
2020 Q3	$1M	Hold	11,502	–	–	0.24%	68
2020 Q2	$1M	Sell	11,502 -2,185	-16%	-$189K	0.27%	61
2020 Q1	$1.13M	Hold	13,687	–	–	0.34%	57
2019 Q4	$1.3M	Sell	13,687 -615	-4%	-$55.2K	0.31%	61
2019 Q3	$1.24M	Sell	14,302 -730	-5%	-$65.5K	0.32%	64
2019 Q2	$1.37M	Sell	15,032 -1,286	-8%	-$109K	0.36%	63
2019 Q1	$1.41M	Buy	16,318 +245	+2%	+$19.7K	0.4%	64
2018 Q4	$1.24M	Buy	16,073 +3,343	+26%	+$260K	0.4%	67
2018 Q3	$983K	Buy	12,730 +2,795	+28%	+$207K	0.27%	83
2018 Q2	$672K	Buy	9,935 +5,281	+113%	+$364K	0.2%	95
2018 Q1	$337K	Buy	4,654 +413	+10%	+$31.4K	0.11%	123
2017 Q4	$319K	Hold	4,241	–	–	0.1%	123
2017 Q3	$326K	Sell	4,241 -178	-4%	-$13.4K	0.11%	123
2017 Q2	$331K	Buy	4,419 +619	+16%	+$43.9K	0.12%	118
2017 Q1	$255K	Buy	3,800 +167	+5%	+$11.1K	0.1%	124
2016 Q4	$237K	Buy	3,633 +168	+5%	+$10.9K	0.1%	123
2016 Q3	$245K	Hold	3,465	–	–	0.11%	116
2016 Q2	$256K	Hold	3,465	–	–	0.12%	112
2016 Q1	$225K	Hold	3,465	–	–	0.11%	117
2015 Q4	$267K	Buy	+3,465	New	+$275K	0.13%	113

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

FRG Family Wealth Advisors's NVS Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Novartis (NVS) stake by 26% in Q1 2026, selling an estimated $401K and leaving 7,605 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #80.

FRG Family Wealth Advisors first reported a position in NVS in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.41M in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

FRG Family Wealth Advisors held 7,605 shares of Novartis worth $1.16M as of Q1 2026.
FRG Family Wealth Advisors sold 2,613 Novartis shares in Q1 2026, an estimated $401K.
Novartis made up 0.19% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #80 holding.
FRG Family Wealth Advisors first reported a position in Novartis in Q4 2015 and has held it in 42 quarters since.
FRG Family Wealth Advisors's Novartis position peaked at $1.41M in Q4 2025.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.