Laraway Financial Advisors’s Novartis NVS Stock Holding History

Laraway Financial 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	$377K	Hold	2,467	–	–	0.26%	90
2025 Q4	$340K	Hold	2,467	–	–	0.22%	103
2025 Q3	$316K	Hold	2,467	–	–	0.22%	101
2025 Q2	$299K	Hold	2,467	–	–	0.23%	100
2025 Q1	$275K	Hold	2,467	–	–	0.22%	99
2024 Q4	$240K	Hold	2,467	–	–	0.19%	107
2024 Q3	$284K	Hold	2,467	–	–	0.23%	96
2024 Q2	$263K	Hold	2,467	–	–	0.22%	93
2024 Q1	$239K	Hold	2,467	–	–	0.21%	101
2023 Q4	$249K	Hold	2,467	–	–	0.24%	94
2023 Q3	$251K	Hold	2,467	–	–	0.26%	91
2023 Q2	$249K	Sell	2,467 -150	-6%	-$15K	0.25%	91
2023 Q1	$241K	Sell	2,617 -150	-5%	-$13.1K	0.24%	96
2022 Q4	$251K	Sell	2,767 -3	-0.1%	-$253	0.26%	97
2022 Q3	$210K	Hold	2,770	–	–	0.23%	100
2022 Q2	$234K	Hold	2,770	–	–	0.25%	97
2022 Q1	$243K	Hold	2,770	–	–	0.22%	102
2021 Q4	$242K	Buy	+2,770	New	+$230K	0.22%	99

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

Laraway Financial Advisors's NVS Position: Q1 2026 in Review

Laraway Financial Advisors held its Novartis (NVS) position steady in Q1 2026 at 2,467 shares worth $377K. The position accounts for 0.26% of the portfolio, ranked #90.

Laraway Financial Advisors first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Laraway Financial Advisors held 2,467 shares of Novartis worth $377K as of Q1 2026.
Laraway Financial Advisors left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.26% of Laraway Financial Advisors's portfolio in Q1 2026, its #90 holding.
Laraway Financial Advisors first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.