High Note Wealth’s Novartis NVS Stock Holding History

High Note Wealth’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	$149K	Hold	974	–	–	0.03%	125
2025 Q4	$134K	Hold	974	–	–	0.03%	128
2025 Q3	$125K	Sell	974 -4	-0.4%	-$488	0.03%	127
2025 Q2	$118K	Hold	978	–	–	0.03%	125
2025 Q1	$109K	Hold	978	–	–	0.03%	119
2024 Q4	$95.2K	Buy	+978	New	+$104K	0.02%	133

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 Note Wealth's NVS Position: Q1 2026 in Review

High Note Wealth held its Novartis (NVS) position steady in Q1 2026 at 974 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #125.

High Note Wealth first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

High Note Wealth held 974 shares of Novartis worth $149K as of Q1 2026.
High Note Wealth left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.03% of High Note Wealth's portfolio in Q1 2026, its #125 holding.
High Note Wealth first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.