High Net Worth Advisory Group’s Novartis NVS Stock Holding History

High Net Worth Advisory Group’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	$424K	Hold	2,779	–	–	0.1%	157
2025 Q4	$383K	Hold	2,779	–	–	0.09%	166
2025 Q3	$356K	Sell	2,779 -91	-3%	-$11.1K	0.09%	169
2025 Q2	$347K	Hold	2,870	–	–	0.09%	164
2025 Q1	$320K	Hold	2,870	–	–	0.09%	159
2024 Q4	$279K	Hold	2,870	–	–	0.08%	175
2024 Q3	$330K	Hold	2,870	–	–	0.09%	163
2024 Q2	$306K	Hold	2,870	–	–	0.09%	158
2024 Q1	$278K	Hold	2,870	–	–	0.09%	168
2023 Q4	$290K	Hold	2,870	–	–	0.11%	148
2023 Q3	$292K	Hold	2,870	–	–	0.12%	141
2023 Q2	$290K	Sell	2,870 -58	-2%	-$5.8K	0.11%	144
2023 Q1	$269K	Hold	2,928	–	–	0.11%	153
2022 Q4	$266K	Hold	2,928	–	–	0.1%	153
2022 Q3	$223K	Sell	2,928 -176	-6%	-$14.6K	0.1%	170
2022 Q2	$262K	Sell	3,104 -140	-4%	-$12.3K	0.11%	155
2022 Q1	$285K	Hold	3,244	–	–	0.1%	150
2021 Q4	$284K	Buy	+3,244	New	+$269K	0.1%	162

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

High Net Worth Advisory Group's NVS Position: Q1 2026 in Review

High Net Worth Advisory Group held its Novartis (NVS) position steady in Q1 2026 at 2,779 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #157.

High Net Worth Advisory Group first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

High Net Worth Advisory Group held 2,779 shares of Novartis worth $424K as of Q1 2026.
High Net Worth Advisory Group left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.1% of High Net Worth Advisory Group's portfolio in Q1 2026, its #157 holding.
High Net Worth Advisory Group first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.