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Medallion Wealth Advisors’s Novartis NVS Stock Holding History

Medallion Wealth 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 		$49.3K Buy
323
+58
+22% +$8.89K 0.02% 476
2025
Q4 		$36.5K Buy
265
+37
+16% +$4.84K 0.01% 520
2025
Q3 		$29.2K Hold
228
– – 0.01% 565
2025
Q2 		$28.1K Hold
228
– – 0.01% 559
2025
Q1 		$25K Hold
228
– – 0.01% 540
2024
Q4 		$22.2K Buy
+228
New +$24.3K 0.01% 547

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

Medallion Wealth Advisors's NVS Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Novartis (NVS) stake by 22% in Q1 2026, buying an estimated $8.89K and bringing the position to 323 shares worth $49.3K. The position accounts for 0.02% of the portfolio, ranked #476.

Medallion Wealth Advisors first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Medallion Wealth Advisors held 323 shares of Novartis worth $49.3K as of Q1 2026.
  • Medallion Wealth Advisors bought 58 Novartis shares in Q1 2026, an estimated $8.89K.
  • Novartis made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #476 holding.
  • Medallion Wealth Advisors first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.