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Horizon Wealth Management’s Novartis NVS Stock Holding History

Horizon Wealth Management’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 		$366K Buy
2,399
+45
+2% +$6.9K 0.05% 98
2025
Q4 		$325K Hold
2,354
– – 0.05% 98
2025
Q3 		$302K Hold
2,354
– – 0.04% 97
2025
Q2 		$285K Buy
2,354
+66
+3% +$7.44K 0.05% 82
2025
Q1 		$255K Sell
2,288
-33
-1% -$3.51K 0.04% 84
2024
Q4 		$226K Buy
2,321
+33
+1% +$3.52K 0.04% 83
2024
Q3 		$263K Hold
2,288
– – 0.05% 66
2024
Q2 		$244K Buy
2,288
+72
+3% +$7.23K 0.06% 60
2024
Q1 		$214K Sell
2,216
-79
-3% -$8.1K 0.06% 74
2023
Q4 		$232K Buy
2,295
+79
+4% +$7.63K 0.06% 70
2023
Q3 		$226K Hold
2,216
– – 0.09% 66
2023
Q2 		$224K Buy
2,216
+14
+0.6% +$1.4K 0.09% 70
2023
Q1 		$203K Buy
+2,202
New +$192K 0.15% 72

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

Horizon Wealth Management's NVS Position: Q1 2026 in Review

Horizon Wealth Management increased its Novartis (NVS) stake by 1.9% in Q1 2026, buying an estimated $6.9K and bringing the position to 2,399 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #98.

Horizon Wealth Management first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Horizon Wealth Management held 2,399 shares of Novartis worth $366K as of Q1 2026.
  • Horizon Wealth Management bought 45 Novartis shares in Q1 2026, an estimated $6.9K.
  • Novartis made up 0.05% of Horizon Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Horizon Wealth Management first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.