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Jeppson Wealth Management’s Novartis NVS Stock Holding History

Jeppson 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 		$922K Hold
6,038
– – 0.29% 82
2025
Q4 		$832K Hold
6,038
– – 0.26% 88
2025
Q3 		$774K Sell
6,038
-10
-0.2% -$1.22K 0.25% 90
2025
Q2 		$732K Sell
6,048
-30
-0.5% -$3.38K 0.25% 88
2025
Q1 		$678K Hold
6,078
– – 0.25% 93
2024
Q4 		$591K Sell
6,078
-275
-4% -$29.3K 0.21% 106
2024
Q3 		$731K Hold
6,353
– – 0.26% 92
2024
Q2 		$676K Buy
6,353
+40
+0.6% +$4.01K 0.26% 90
2024
Q1 		$611K Sell
6,313
-64
-1% -$6.56K 0.24% 101
2023
Q4 		$644K Hold
6,377
– – 0.27% 92
2023
Q3 		$650K Sell
6,377
-100
-2% -$10.2K 0.3% 84
2023
Q2 		$654K Sell
6,477
-405
-6% -$40.5K 0.28% 88
2023
Q1 		$633K Buy
6,882
+134
+2% +$11.7K 0.28% 92
2022
Q4 		$612K Buy
6,748
+1,052
+18% +$88.6K 0.26% 90
2022
Q3 		$433K Buy
5,696
+905
+19% +$75K 0.2% 111
2022
Q2 		$405K Buy
+4,791
New +$420K 0.17% 112
2020
Q4 		– Sell
-600
Closed -$52K – 344
2020
Q3 		$52K Buy
+600
New +$52K 0.04% 219

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

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

Jeppson Wealth Management held its Novartis (NVS) position steady in Q1 2026 at 6,038 shares worth $922K. The position accounts for 0.29% of the portfolio, ranked #82.

Jeppson Wealth Management first reported a position in NVS in Q3 2020 and has held it in 17 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Jeppson Wealth Management held 6,038 shares of Novartis worth $922K as of Q1 2026.
  • Jeppson Wealth Management left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.29% of Jeppson Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Jeppson Wealth Management first reported a position in Novartis in Q3 2020 and has held it in 17 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.