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Heritage Wealth Management (Ohio)’s Novartis NVS Stock Holding History

Heritage Wealth Management (Ohio)’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 		$924K Buy
6,052
+7
+0.1% +$1.07K 0.46% 61
2025
Q4 		$833K Hold
6,045
– – 0.23% 106
2025
Q3 		$775K Sell
6,045
-100
-2% -$12.2K 0.23% 105
2025
Q2 		$744K Sell
6,145
-41
-0.7% -$4.62K 0.24% 102
2025
Q1 		$690K Buy
6,186
+50
+0.8% +$5.32K 0.23% 105
2024
Q4 		$597K Hold
6,136
– – 0.2% 118
2024
Q3 		$706K Hold
6,136
– – 0.23% 112
2024
Q2 		$663K Buy
+6,136
New +$616K 0.22% 109

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 Management (Ohio)'s NVS Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Novartis (NVS) stake by 0.12% in Q1 2026, buying an estimated $1.07K and bringing the position to 6,052 shares worth $924K. The position accounts for 0.46% of the portfolio, ranked #61.

Heritage Wealth Management (Ohio) first reported a position in NVS in Q2 2024 and has held it in 8 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 6,052 shares of Novartis worth $924K as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 7 Novartis shares in Q1 2026, an estimated $1.07K.
  • Novartis made up 0.46% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #61 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Novartis in Q2 2024 and has held it in 8 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.