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Heritage Wealth Advisors’s Novartis NVS Stock Holding History

Heritage Wealth Advisors’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 		$66.6K Sell
436
-1,120
-72% -$172K ﹤0.01% 290
2025
Q4 		$215K Hold
1,556
– – 0.01% 213
2025
Q3 		$200K Hold
1,556
– – 0.01% 201
2025
Q2 		$188K Buy
1,556
+51
+3% +$5.75K 0.01% 211
2025
Q1 		$168K Hold
1,505
– – 0.01% 211
2024
Q4 		$146K Hold
1,505
– – 0.01% 227
2024
Q3 		$173K Hold
1,505
– – 0.01% 226
2024
Q2 		$160K Hold
1,505
– – 0.01% 220
2024
Q1 		$146K Hold
1,505
– – 0.01% 235
2023
Q4 		$152K Hold
1,505
– – 0.01% 234
2023
Q3 		$153K Sell
1,505
-180
-11% -$18.3K 0.01% 218
2023
Q2 		$170K Hold
1,685
– – 0.01% 215
2023
Q1 		$155K Sell
1,685
-180
-10% -$15.7K 0.01% 223
2022
Q4 		$169K Hold
1,865
– – 0.01% 226
2022
Q3 		$142K Hold
1,865
– – 0.01% 230
2022
Q2 		$158K Buy
1,865
+565
+43% +$49.6K 0.01% 222
2022
Q1 		$114K Hold
1,300
– – 0.01% 241
2021
Q4 		$114K Sell
1,300
-150
-10% -$12.5K 0.01% 254
2021
Q3 		$119K Hold
1,450
– – 0.01% 236
2021
Q2 		$132K Hold
1,450
– – 0.01% 229
2021
Q1 		$124K Sell
1,450
-141
-9% -$12.7K 0.01% 242
2020
Q4 		$150K Hold
1,591
– – 0.01% 221
2020
Q3 		$138K Hold
1,591
– – 0.02% 178
2020
Q2 		$139K Hold
1,591
– – 0.02% 171
2020
Q1 		$131K Hold
1,591
– – 0.02% 159
2019
Q4 		$151K Buy
1,591
+141
+10% +$12.7K 0.02% 194
2019
Q3 		$126K Buy
1,450
+227
+19% +$20.4K 0.02% 194
2019
Q2 		$112K Buy
1,223
+367
+43% +$31.1K 0.02% 184
2019
Q1 		$73.7K Hold
856
– – 0.01% 200
2018
Q4 		$65K Sell
856
-56
-6% -$4.36K 0.01% 179
2018
Q3 		$70K Buy
+912
New +$67.4K 0.01% 173

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

Heritage Wealth Advisors's NVS Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Novartis (NVS) stake by 72% in Q1 2026, selling an estimated $172K and leaving 436 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Heritage Wealth Advisors first reported a position in NVS in Q3 2018 and has held it in 31 quarters since. The position peaked at $215K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Heritage Wealth Advisors held 436 shares of Novartis worth $66.6K as of Q1 2026.
  • Heritage Wealth Advisors sold 1,120 Novartis shares in Q1 2026, an estimated $172K.
  • Novartis made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #290 holding.
  • Heritage Wealth Advisors first reported a position in Novartis in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Novartis position peaked at $215K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.