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King Wealth Management Group’s Novartis NVS Stock Holding History

King Wealth Management Group’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 		$489K Hold
3,200
– – 0.06% 105
2025
Q4 		$441K Sell
3,200
-58
-2% -$7.59K 0.05% 109
2025
Q3 		$418K Hold
3,258
– – 0.05% 112
2025
Q2 		$394K Sell
3,258
-100
-3% -$11.3K 0.05% 111
2025
Q1 		$374K Sell
3,358
-92
-3% -$9.79K 0.06% 111
2024
Q4 		$336K Hold
3,450
– – 0.05% 113
2024
Q3 		$397K Sell
3,450
-100
-3% -$11.3K 0.06% 103
2024
Q2 		$378K Buy
3,550
+100
+3% +$10K 0.06% 102
2024
Q1 		$334K Hold
3,450
– – 0.06% 107
2023
Q4 		$348K Hold
3,450
– – 0.07% 99
2023
Q3 		$351K Buy
3,450
+350
+11% +$35.5K 0.07% 100
2023
Q2 		$313K Buy
+3,100
New +$310K 0.06% 110
2020
Q4 		– Sell
-7,550
Closed -$657K – 164
2020
Q3 		$657K Sell
7,550
-6,400
-46% -$554K 0.17% 77
2020
Q2 		$1.22M Buy
13,950
+6,000
+75% +$518K 0.36% 41
2020
Q1 		$655K Buy
7,950
+3,432
+76% +$306K 0.28% 53
2019
Q4 		$428K Sell
4,518
-2,037
-31% -$183K 0.11% 80
2019
Q3 		$570K Buy
+6,555
New +$589K 0.16% 60

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

King Wealth Management Group's NVS Position: Q1 2026 in Review

King Wealth Management Group held its Novartis (NVS) position steady in Q1 2026 at 3,200 shares worth $489K. The position accounts for 0.06% of the portfolio, ranked #105.

King Wealth Management Group first reported a position in NVS in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2020. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • King Wealth Management Group held 3,200 shares of Novartis worth $489K as of Q1 2026.
  • King Wealth Management Group left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.06% of King Wealth Management Group's portfolio in Q1 2026, its #105 holding.
  • King Wealth Management Group first reported a position in Novartis in Q3 2019 and has held it in 17 quarters since.
  • King Wealth Management Group's Novartis position peaked at $1.22M in Q2 2020.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.