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MASECO Private Wealth’s Novartis NVS Stock Holding History

MASECO Private 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 		$64.6K Sell
423
-97
-19% -$14.9K ﹤0.01% 137
2025
Q4 		$71.7K Buy
520
+97
+23% +$12.7K ﹤0.01% 142
2025
Q3 		$54.2K Buy
423
+125
+42% +$15.3K ﹤0.01% 83
2025
Q2 		$36.1K Buy
+298
New +$33.6K ﹤0.01% 193

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

MASECO Private Wealth's NVS Position: Q1 2026 in Review

MASECO Private Wealth reduced its Novartis (NVS) stake by 19% in Q1 2026, selling an estimated $14.9K and leaving 423 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

MASECO Private Wealth first reported a position in NVS in Q2 2025 and has held it in 4 quarters since. The position peaked at $71.7K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • MASECO Private Wealth held 423 shares of Novartis worth $64.6K as of Q1 2026.
  • MASECO Private Wealth sold 97 Novartis shares in Q1 2026, an estimated $14.9K.
  • Novartis made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #137 holding.
  • MASECO Private Wealth first reported a position in Novartis in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Novartis position peaked at $71.7K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.