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Modern Wealth Management’s Novartis NVS Stock Holding History

Modern 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 		$1.45M Sell
9,378
-663
-7% -$102K 0.02% 349
2025
Q4 		$1.38M Buy
10,041
+163
+2% +$21.3K 0.03% 353
2025
Q3 		$1.27M Buy
9,878
+342
+4% +$41.7K 0.03% 343
2025
Q2 		$1.15M Buy
9,536
+1,781
+23% +$201K 0.03% 345
2025
Q1 		$864K Buy
+7,755
New +$826K 0.03% 323
2024
Q4 		– Sell
-1,791
Closed -$206K – 596
2024
Q3 		$206K Buy
+1,791
New +$203K 0.01% 414

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

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

Modern Wealth Management reduced its Novartis (NVS) stake by 6.6% in Q1 2026, selling an estimated $102K and leaving 9,378 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #349.

Modern Wealth Management first reported a position in NVS in Q3 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Modern Wealth Management held 9,378 shares of Novartis worth $1.45M as of Q1 2026.
  • Modern Wealth Management sold 663 Novartis shares in Q1 2026, an estimated $102K.
  • Novartis made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #349 holding.
  • Modern Wealth Management first reported a position in Novartis in Q3 2024 and has held it in 6 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.