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Meridian Wealth Management’s Novartis NVS Stock Holding History

Meridian Wealth Management’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 		$1.36M Buy
8,929
+132
+2% +$20.2K 0.05% 301
2025
Q4 		$1.21M Buy
8,797
+109
+1% +$14.3K 0.04% 317
2025
Q3 		$1.11M Buy
8,688
+242
+3% +$29.5K 0.04% 308
2025
Q2 		$1.02M Buy
8,446
+4,076
+93% +$459K 0.04% 303
2025
Q1 		$487K Buy
4,370
+209
+5% +$22.3K 0.02% 413
2024
Q4 		$405K Buy
4,161
+106
+3% +$11.3K 0.02% 459
2024
Q3 		$466K Buy
4,055
+726
+22% +$82.4K 0.02% 417
2024
Q2 		$354K Buy
+3,329
New +$334K 0.04% 214
2024
Q1 		– Sell
-3,549
Closed -$358K – 397
2023
Q4 		$358K Buy
3,549
+19
+0.5% +$1.83K 0.02% 452
2023
Q3 		$360K Sell
3,530
-22
-0.6% -$2.23K 0.02% 427
2023
Q2 		$358K Buy
3,552
+22
+0.6% +$2.2K 0.03% 393
2023
Q1 		$325K Hold
3,530
– – 0.03% 406
2022
Q4 		$320K Buy
3,530
+8
+0.2% +$674 0.03% 397
2022
Q3 		$268K Sell
3,522
-555
-14% -$46K 0.03% 388
2022
Q2 		$345K Buy
4,077
+594
+17% +$52.1K 0.03% 420
2022
Q1 		$306K Hold
3,483
– – 0.03% 310
2021
Q4 		$305K Buy
3,483
+200
+6% +$16.6K 0.03% 313
2021
Q3 		$268K Sell
3,283
-1
-0% -$90 0.03% 327
2021
Q2 		$300K Buy
3,284
+450
+16% +$40.1K 0.04% 299
2021
Q1 		$242K Buy
2,834
+84
+3% +$7.54K 0.04% 313
2020
Q4 		$259K Buy
+2,750
New +$240K 0.04% 274
2019
Q3 		– Sell
-1,087
Closed -$992 – 386
2019
Q2 		$992 Buy
+1,087
New +$92K 0.04% 273

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

Meridian Wealth Management's NVS Position: Q1 2026 in Review

Meridian Wealth Management increased its Novartis (NVS) stake by 1.5% in Q1 2026, buying an estimated $20.2K and bringing the position to 8,929 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #301.

Meridian Wealth Management first reported a position in NVS in Q2 2019 and has held it in 22 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Meridian Wealth Management held 8,929 shares of Novartis worth $1.36M as of Q1 2026.
  • Meridian Wealth Management bought 132 Novartis shares in Q1 2026, an estimated $20.2K.
  • Novartis made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #301 holding.
  • Meridian Wealth Management first reported a position in Novartis in Q2 2019 and has held it in 22 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.