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Maia Wealth’s Novartis NVS Stock Holding History

Maia 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 		$361K Sell
2,363
-154
-6% -$23.6K 0.06% 263
2025
Q4 		$406K Sell
2,517
-116
-4% -$15.2K 0.07% 248
2025
Q3 		$335K Buy
2,633
+47
+2% +$5.74K 0.06% 261
2025
Q2 		$313K Sell
2,586
-700
-21% -$78.9K 0.06% 253
2025
Q1 		$360K Buy
3,286
+22
+0.7% +$2.34K 0.08% 208
2024
Q4 		$337K Buy
3,264
+896
+38% +$95.5K 0.07% 213
2024
Q3 		$268K Buy
+2,368
New +$269K 0.07% 207

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

Maia Wealth's NVS Position: Q1 2026 in Review

Maia Wealth reduced its Novartis (NVS) stake by 6.1% in Q1 2026, selling an estimated $23.6K and leaving 2,363 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #263.

Maia Wealth first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. The position peaked at $406K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Maia Wealth held 2,363 shares of Novartis worth $361K as of Q1 2026.
  • Maia Wealth sold 154 Novartis shares in Q1 2026, an estimated $23.6K.
  • Novartis made up 0.06% of Maia Wealth's portfolio in Q1 2026, its #263 holding.
  • Maia Wealth first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
  • Maia Wealth's Novartis position peaked at $406K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.