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Gilliland Jeter Wealth Management’s Novartis NVS Stock Holding History

Gilliland Jeter 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 		$1.02M Sell
6,698
-55
-0.8% -$8.43K 0.3% 70
2025
Q4 		$931K Hold
6,753
– – 0.28% 73
2025
Q3 		$866K Sell
6,753
-127
-2% -$15.5K 0.27% 75
2025
Q2 		$833K Sell
6,880
-101
-1% -$11.4K 0.27% 81
2025
Q1 		$778K Buy
6,981
+362
+5% +$38.5K 0.28% 82
2024
Q4 		$644K Buy
6,619
+521
+9% +$55.6K 0.22% 90
2024
Q3 		$701K Buy
6,098
+5,898
+2,949% +$669K 0.23% 89
2024
Q2 		$21.3K Hold
200
– – 0.01% 377
2024
Q1 		$19.3K Buy
+200
New +$20.5K 0.01% 376

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

Gilliland Jeter Wealth Management's NVS Position: Q1 2026 in Review

Gilliland Jeter Wealth Management reduced its Novartis (NVS) stake by 0.81% in Q1 2026, selling an estimated $8.43K and leaving 6,698 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #70.

Gilliland Jeter Wealth Management first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Gilliland Jeter Wealth Management held 6,698 shares of Novartis worth $1.02M as of Q1 2026.
  • Gilliland Jeter Wealth Management sold 55 Novartis shares in Q1 2026, an estimated $8.43K.
  • Novartis made up 0.3% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Gilliland Jeter Wealth Management first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.