Icon Wealth Advisors’s Novartis NVS Stock Holding History

Icon 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	$640K	Sell	4,479 -189	-4%	-$29K	0.04%	231
2025 Q4	$644K	Buy	4,668 +222	+5%	+$29.1K	0.04%	227
2025 Q3	$570K	Buy	4,446 +981	+28%	+$120K	0.04%	243
2025 Q2	$419K	Buy	3,465 +276	+9%	+$31.1K	0.03%	267
2025 Q1	$355K	Buy	3,189 +164	+5%	+$17.5K	0.03%	270
2024 Q4	$294K	Sell	3,025 -12	-0.4%	-$1.28K	0.02%	302
2024 Q3	$349K	Sell	3,037 -8	-0.3%	-$908	0.03%	268
2024 Q2	$339K	Sell	3,045 -357	-10%	-$35.8K	0.03%	265
2024 Q1	$329K	Sell	3,402 -229	-6%	-$23.5K	0.03%	265
2023 Q4	$367K	Buy	+3,631	New	+$350K	0.04%	239
2022 Q4	$442K	Sell	4,875 -492	-9%	-$41.4K	0.05%	202
2022 Q3	$408K	Buy	+5,367	New	+$445K	0.05%	197

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

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

Icon Wealth Advisors reduced its Novartis (NVS) stake by 4% in Q1 2026, selling an estimated $29K and leaving 4,479 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #231.

Icon Wealth Advisors first reported a position in NVS in Q3 2022 and has held it in 12 quarters since. The position peaked at $644K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Icon Wealth Advisors held 4,479 shares of Novartis worth $640K as of Q1 2026.
Icon Wealth Advisors sold 189 Novartis shares in Q1 2026, an estimated $29K.
Novartis made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #231 holding.
Icon Wealth Advisors first reported a position in Novartis in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Novartis position peaked at $644K in Q4 2025.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.