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Glass Wealth Management’s Novartis NVS Stock Holding History

Glass 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 		$1.79M Buy
11,730
+45
+0.4% +$6.9K 0.69% 40
2025
Q4 		$1.61M Sell
11,685
-930
-7% -$122K 0.66% 41
2025
Q3 		$1.62M Buy
12,615
+305
+2% +$37.2K 0.72% 40
2025
Q2 		$1.49M Hold
12,310
– – 0.79% 40
2025
Q1 		$1.37M Sell
12,310
-150
-1% -$16K 0.82% 41
2024
Q4 		$1.21M Hold
12,460
– – 0.66% 43
2024
Q3 		$1.43M Hold
12,460
– – 0.79% 42
2024
Q2 		$1.33M Sell
12,460
-65
-0.5% -$6.53K 0.78% 43
2024
Q1 		$1.21M Buy
+12,525
New +$1.28M 0.74% 42

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

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

Glass Wealth Management increased its Novartis (NVS) stake by 0.39% in Q1 2026, buying an estimated $6.9K and bringing the position to 11,730 shares worth $1.79M. The position accounts for 0.69% of the portfolio, ranked #40.

Glass 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.

  • Glass Wealth Management held 11,730 shares of Novartis worth $1.79M as of Q1 2026.
  • Glass Wealth Management bought 45 Novartis shares in Q1 2026, an estimated $6.9K.
  • Novartis made up 0.69% of Glass Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Glass 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 Glass Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.