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Leo Wealth LLC’s Novartis NVS Stock Holding History

Leo Wealth LLC’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 		$2.42M Sell
15,866
-562
-3% -$86.1K 0.18% 104
2025
Q4 		$2.26M Buy
16,428
+3,148
+24% +$412K 0.16% 107
2025
Q3 		$1.7M Sell
13,280
-3,100
-19% -$378K 0.22% 85
2025
Q2 		$1.98M Buy
16,380
+2,210
+16% +$249K 0.15% 122
2025
Q1 		$1.58M Buy
14,170
+2,297
+19% +$245K 0.23% 88
2024
Q4 		$1.16M Sell
11,873
-2,066
-15% -$220K 0.1% 138
2024
Q3 		$1.6M Buy
13,939
+1,047
+8% +$119K 0.15% 111
2024
Q2 		$1.37M Buy
12,892
+3,488
+37% +$350K 0.14% 115
2024
Q1 		$907K Sell
9,404
-578
-6% -$59.3K 0.09% 156
2023
Q4 		$1.01M Buy
+9,982
New +$964K 0.1% 142

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

Leo Wealth LLC's NVS Position: Q1 2026 in Review

Leo Wealth LLC reduced its Novartis (NVS) stake by 3.4% in Q1 2026, selling an estimated $86.1K and leaving 15,866 shares worth $2.42M. The position accounts for 0.18% of the portfolio, ranked #104.

Leo Wealth LLC first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Leo Wealth LLC held 15,866 shares of Novartis worth $2.42M as of Q1 2026.
  • Leo Wealth LLC sold 562 Novartis shares in Q1 2026, an estimated $86.1K.
  • Novartis made up 0.18% of Leo Wealth LLC's portfolio in Q1 2026, its #104 holding.
  • Leo Wealth LLC first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.