Integrated Advisors Network’s Novartis NVS Stock Holding History

Integrated Advisors Network’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	$431K	Buy	2,820 +782	+38%	+$120K	0.02%	487
2025 Q4	$281K	Sell	2,038 -634	-24%	-$83K	0.01%	622
2025 Q3	$343K	Buy	2,672 +1,009	+61%	+$123K	0.01%	593
2025 Q2	$201K	Buy	+1,663	New	+$187K	0.01%	720
2024 Q4	–	Sell	-2,349	Closed	-$270K	–	741
2024 Q3	$270K	Buy	+2,349	New	+$267K	0.01%	628
2020 Q3	–	Sell	-3,807	Closed	-$332K	–	475
2020 Q2	$332K	Sell	3,807 -23,722	-86%	-$2.05M	0.04%	328
2020 Q1	$2.27M	Buy	27,529 +1,196	+5%	+$107K	0.44%	62
2019 Q4	$2.49M	Buy	+26,333	New	+$2.36M	0.34%	87

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

Integrated Advisors Network's NVS Position: Q1 2026 in Review

Integrated Advisors Network increased its Novartis (NVS) stake by 38% in Q1 2026, buying an estimated $120K and bringing the position to 2,820 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #487.

Integrated Advisors Network first reported a position in NVS in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.49M in Q4 2019. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Integrated Advisors Network held 2,820 shares of Novartis worth $431K as of Q1 2026.
Integrated Advisors Network bought 782 Novartis shares in Q1 2026, an estimated $120K.
Novartis made up 0.02% of Integrated Advisors Network's portfolio in Q1 2026, its #487 holding.
Integrated Advisors Network first reported a position in Novartis in Q4 2019 and has held it in 8 quarters since.
Integrated Advisors Network's Novartis position peaked at $2.49M in Q4 2019.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.