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Greenwich Wealth Management’s Novartis NVS Stock Holding History

Greenwich 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 		$1.73M Sell
11,294
-18
-0.2% -$2.76K 0.07% 125
2025
Q4 		$1.56M Hold
11,312
– – 0.07% 131
2025
Q3 		$1.45M Hold
11,312
– – 0.07% 124
2025
Q2 		$1.37M Sell
11,312
-88
-0.8% -$9.92K 0.07% 111
2025
Q1 		$1.27M Sell
11,400
-978
-8% -$104K 0.1% 106
2024
Q4 		$1.21M Buy
12,378
+653
+6% +$69.6K 0.09% 105
2024
Q3 		$1.35M Buy
11,725
+249
+2% +$28.3K 0.09% 98
2024
Q2 		$1.22M Hold
11,476
– – 0.09% 104
2024
Q1 		$1.11M Hold
11,476
– – 0.09% 104
2023
Q4 		$1.16M Hold
11,476
– – 0.11% 97
2023
Q3 		$1.17M Hold
11,476
– – 0.12% 92
2023
Q2 		$1.16M Hold
11,476
– – 0.12% 96
2023
Q1 		$1.06M Hold
11,476
– – 0.12% 103
2022
Q4 		$1.04M Hold
11,476
– – 0.11% 107
2022
Q3 		$872K Hold
11,476
– – 0.09% 116
2022
Q2 		$970K Hold
11,476
– – 0.13% 113
2022
Q1 		$1.01M Sell
11,476
-95
-0.8% -$8.22K 0.1% 112
2021
Q4 		$1.01M Buy
11,571
+185
+2% +$15.4K 0.08% 113
2021
Q3 		$931K Buy
11,386
+95
+0.8% +$8.55K 0.08% 115
2021
Q2 		$1.03M Hold
11,291
– – 0.09% 103
2021
Q1 		$965K Hold
11,291
– – 0.08% 102
2020
Q4 		$1.07M Hold
11,291
– – 0.09% 90
2020
Q3 		$982K Hold
11,291
– – 0.18% 88
2020
Q2 		$986K Hold
11,291
– – 0.19% 85
2020
Q1 		$931K Buy
+11,291
New +$1.01M 0.2% 75

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

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

Greenwich Wealth Management reduced its Novartis (NVS) stake by 0.16% in Q1 2026, selling an estimated $2.76K and leaving 11,294 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #125.

Greenwich Wealth Management first reported a position in NVS in Q1 2020 and has held it in 25 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Greenwich Wealth Management held 11,294 shares of Novartis worth $1.73M as of Q1 2026.
  • Greenwich Wealth Management sold 18 Novartis shares in Q1 2026, an estimated $2.76K.
  • Novartis made up 0.07% of Greenwich Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Greenwich Wealth Management first reported a position in Novartis in Q1 2020 and has held it in 25 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.