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Golden State Equity Partners’s Novartis NVS Stock Holding History

Golden State Equity Partners’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 		$420K Buy
2,748
+1,250
+83% +$192K 0.03% 494
2025
Q4 		$207K Buy
+1,498
New +$196K 0.03% 472
2024
Q4 		– Sell
-344
Closed -$39.6K – 722
2024
Q3 		$39.6K Buy
+344
New +$39K 0.02% 416

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

Golden State Equity Partners's NVS Position: Q1 2026 in Review

Golden State Equity Partners increased its Novartis (NVS) stake by 83% in Q1 2026, buying an estimated $192K and bringing the position to 2,748 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #494.

Golden State Equity Partners first reported a position in NVS in Q3 2024 and has held it in 3 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Golden State Equity Partners held 2,748 shares of Novartis worth $420K as of Q1 2026.
  • Golden State Equity Partners bought 1,250 Novartis shares in Q1 2026, an estimated $192K.
  • Novartis made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #494 holding.
  • Golden State Equity Partners first reported a position in Novartis in Q3 2024 and has held it in 3 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.