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FSB Premier Wealth Management’s Novartis NVS Stock Holding History

FSB Premier Wealth Management’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 		$2.59M Sell
16,970
-249
-1% -$38.2K 0.81% 33
2025
Q4 		$2.37M Buy
17,219
+1,121
+7% +$147K 0.75% 39
2025
Q3 		$2.06M Buy
16,098
+1,774
+12% +$216K 0.68% 42
2025
Q2 		$1.73M Buy
14,324
+2,236
+18% +$252K 0.62% 47
2025
Q1 		$1.35M Buy
12,088
+793
+7% +$84.4K 0.53% 54
2024
Q4 		$1.1M Buy
11,295
+1,896
+20% +$202K 0.44% 56
2024
Q3 		$1.08M Buy
9,399
+1,773
+23% +$201K 0.44% 62
2024
Q2 		$812K Buy
7,626
+2,651
+53% +$266K 0.37% 68
2024
Q1 		$481K Buy
4,975
+897
+22% +$92K 0.22% 93
2023
Q4 		$412K Buy
4,078
+1,136
+39% +$110K 0.21% 99
2023
Q3 		$300K Buy
2,942
+410
+16% +$41.6K 0.17% 113
2023
Q2 		$256K Sell
2,532
-104
-4% -$10.4K 0.14% 127
2023
Q1 		$243K Buy
2,636
+148
+6% +$12.9K 0.13% 127
2022
Q4 		$226K Buy
+2,488
New +$210K 0.12% 136
2022
Q1 		– Sell
-1,566
Closed -$137K – 381
2021
Q4 		$137K Buy
+1,566
New +$130K 0.06% 152

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

FSB Premier Wealth Management's NVS Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Novartis (NVS) stake by 1.4% in Q1 2026, selling an estimated $38.2K and leaving 16,970 shares worth $2.59M. The position accounts for 0.81% of the portfolio, ranked #33.

FSB Premier Wealth Management first reported a position in NVS in Q4 2021 and has held it in 15 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • FSB Premier Wealth Management held 16,970 shares of Novartis worth $2.59M as of Q1 2026.
  • FSB Premier Wealth Management sold 249 Novartis shares in Q1 2026, an estimated $38.2K.
  • Novartis made up 0.81% of FSB Premier Wealth Management's portfolio in Q1 2026, its #33 holding.
  • FSB Premier Wealth Management first reported a position in Novartis in Q4 2021 and has held it in 15 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.