Guardian Wealth Advisors (North Carolina)’s Novartis NVS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$417K	Hold	2,733	–	–	0.03%	240
2025 Q4	$377K	Hold	2,733	–	–	0.02%	259
2025 Q3	$350K	Hold	2,733	–	–	0.02%	264
2025 Q2	$331K	Hold	2,733	–	–	0.02%	252
2025 Q1	$305K	Hold	2,733	–	–	0.02%	251
2024 Q4	$266K	Hold	2,733	–	–	0.02%	265
2024 Q3	$314K	Hold	2,733	–	–	0.03%	206
2024 Q2	$291K	Hold	2,733	–	–	0.03%	205
2024 Q1	$264K	Hold	2,733	–	–	0.03%	223
2023 Q4	$276K	Sell	2,733 -105	-4%	-$10.1K	0.04%	197
2023 Q3	$289K	Buy	2,838 +502	+21%	+$51K	0.05%	188
2023 Q2	$236K	Sell	2,336 -34	-1%	-$3.4K	0.04%	203
2023 Q1	$218K	Buy	2,370 +34	+1%	+$2.97K	0.04%	204
2022 Q4	$212K	Buy	+2,336	New	+$197K	0.04%	192
2022 Q3	–	Sell	-2,368	Closed	-$200K	–	362
2022 Q2	$200K	Buy	+2,368	New	+$208K	0.04%	188

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s NVS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Novartis (NVS) position steady in Q1 2026 at 2,733 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #240.

Guardian Wealth Advisors (North Carolina) first reported a position in NVS in Q2 2022 and has held it in 15 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 2,733 shares of Novartis worth $417K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #240 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Novartis in Q2 2022 and has held it in 15 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.