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Journey Strategic Wealth’s Novartis NVS Stock Holding History

Journey Strategic 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 		$560K Buy
3,664
+198
+6% +$30.4K 0.01% 316
2025
Q4 		$478K Buy
3,466
+86
+3% +$11.3K 0.01% 323
2025
Q3 		$433K Buy
3,380
+63
+2% +$7.69K 0.01% 337
2025
Q2 		$401K Buy
3,317
+13
+0.4% +$1.47K 0.01% 343
2025
Q1 		$368K Buy
3,304
+411
+14% +$43.8K 0.01% 288
2024
Q4 		$281K Buy
2,893
+118
+4% +$12.6K 0.01% 351
2024
Q3 		$319K Buy
2,775
+27
+1% +$3.06K 0.01% 319
2024
Q2 		$293K Buy
2,748
+252
+10% +$25.3K 0.01% 260
2024
Q1 		$241K Buy
+2,496
New +$256K 0.01% 235
2023
Q1 		– Sell
-2,359
Closed -$214K – 274
2022
Q4 		$214K Buy
+2,359
New +$199K 0.03% 202

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

Journey Strategic Wealth's NVS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Novartis (NVS) stake by 5.7% in Q1 2026, buying an estimated $30.4K and bringing the position to 3,664 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #316.

Journey Strategic Wealth first reported a position in NVS in Q4 2022 and has held it in 10 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Journey Strategic Wealth held 3,664 shares of Novartis worth $560K as of Q1 2026.
  • Journey Strategic Wealth bought 198 Novartis shares in Q1 2026, an estimated $30.4K.
  • Novartis made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #316 holding.
  • Journey Strategic Wealth first reported a position in Novartis in Q4 2022 and has held it in 10 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.