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Laurel Wealth Advisors (North Carolina)’s Novartis NVS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-974
Closed -$134K – 487
2025
Q4 		$134K Buy
+974
New +$128K 0.02% 219
2025
Q2 		– Sell
-974
Closed -$109K – 509
2025
Q1 		$109K Hold
974
– – 0.02% 235
2024
Q4 		$94.8K Hold
974
– – 0.01% 243
2024
Q3 		$112K Sell
974
-275
-22% -$31.2K 0.02% 226
2024
Q2 		$133K Hold
1,249
– – 0.02% 209
2024
Q1 		$121K Hold
1,249
– – 0.02% 217
2023
Q4 		$126K Hold
1,249
– – 0.02% 206
2023
Q3 		$127K Hold
1,249
– – 0.03% 202
2023
Q2 		$126K Hold
1,249
– – 0.03% 200
2023
Q1 		$115K Buy
1,249
+1,077
+626% +$94.1K 0.02% 207
2022
Q4 		$15.6K Hold
172
– – ﹤0.01% 351
2022
Q3 		$13K Hold
172
– – ﹤0.01% 370
2022
Q2 		$15K Hold
172
– – ﹤0.01% 359
2022
Q1 		$15K Hold
172
– – ﹤0.01% 377
2021
Q4 		$15K Hold
172
– – ﹤0.01% 374
2021
Q3 		$14K Hold
172
– – ﹤0.01% 380
2021
Q2 		$16K Hold
172
– – ﹤0.01% 408
2021
Q1 		$15K Sell
172
-119
-41% -$10.7K ﹤0.01% 383
2020
Q4 		$27K Hold
291
– – 0.01% 311
2020
Q3 		$25K Hold
291
– – 0.01% 296
2020
Q2 		$25K Sell
291
-19
-6% -$1.64K 0.01% 290
2020
Q1 		$26K Buy
310
+19
+7% +$1.7K 0.01% 270
2019
Q4 		$28K Sell
291
-100
-26% -$8.97K 0.01% 298
2019
Q3 		$34K Buy
391
+18
+5% +$1.62K 0.01% 267
2019
Q2 		$34K Sell
373
-63
-14% -$5.33K 0.01% 273
2019
Q1 		$38K Sell
436
-22
-5% -$1.77K 0.01% 260
2018
Q4 		$35K Buy
+458
New +$35.7K 0.01% 247

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s NVS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Novartis (NVS) in Q1 2026, closing a stake of 974 shares — an estimated $134K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in NVS in Q4 2018 and held it in 27 quarters. The position peaked at $134K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 974 Novartis shares in Q1 2026, an estimated $134K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Novartis in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Novartis position peaked at $134K in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.