Gibbs Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.11M Buy
13,783
+10,592
+332% +$1.62M 0.28% 64
2025
Q4
$452K Buy
3,191
+10
+0.3% +$1.31K 0.11% 215
2025
Q3
$408K Sell
3,181
-713
-18% -$87K 0.09% 227
2025
Q2
$471K Buy
3,894
+995
+34% +$112K 0.09% 236
2025
Q1
$323K Buy
2,899
+651
+29% +$69.3K 0.08% 240
2024
Q4
$219K Buy
+2,248
New +$240K 0.06% 270

Other funds holding NVS

Gibbs Wealth Management's NVS Position: Q1 2026 in Review

Gibbs Wealth Management increased its Novartis (NVS) stake by 332% in Q1 2026, buying an estimated $1.62M and bringing the position to 13,783 shares worth $2.11M. The position accounts for 0.28% of the portfolio, ranked #64.

Gibbs Wealth Management first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,604 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Gibbs Wealth Management held 13,783 shares of Novartis worth $2.11M as of Q1 2026.
  • Gibbs Wealth Management bought 10,592 Novartis shares in Q1 2026, an estimated $1.62M.
  • Novartis made up 0.28% of Gibbs Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Gibbs Wealth Management first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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