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MONECO Advisors’s Novartis NVS Stock Holding History

MONECO 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 		$392K Sell
2,569
-45
-2% -$6.9K 0.03% 352
2025
Q4 		$360K Hold
2,614
– – 0.03% 361
2025
Q3 		$335K Sell
2,614
-21
-0.8% -$2.56K 0.03% 379
2025
Q2 		$319K Buy
2,635
+32
+1% +$3.61K 0.03% 369
2025
Q1 		$290K Buy
+2,603
New +$277K 0.03% 365
2024
Q4 		– Sell
-1,847
Closed -$212K – 481
2024
Q3 		$212K Sell
1,847
-190
-9% -$21.6K 0.03% 413
2024
Q2 		$217K Buy
+2,037
New +$204K 0.03% 393
2024
Q1 		– Sell
-2,095
Closed -$211K – 415
2023
Q4 		$211K Sell
2,095
-44
-2% -$4.25K 0.04% 359
2023
Q3 		$218K Buy
2,139
+2
+0.1% +$203 0.06% 305
2023
Q2 		$216K Buy
+2,137
New +$214K 0.06% 308

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

MONECO Advisors's NVS Position: Q1 2026 in Review

MONECO Advisors reduced its Novartis (NVS) stake by 1.7% in Q1 2026, selling an estimated $6.9K and leaving 2,569 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #352.

MONECO Advisors first reported a position in NVS in Q2 2023 and has held it in 10 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • MONECO Advisors held 2,569 shares of Novartis worth $392K as of Q1 2026.
  • MONECO Advisors sold 45 Novartis shares in Q1 2026, an estimated $6.9K.
  • Novartis made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #352 holding.
  • MONECO Advisors first reported a position in Novartis in Q2 2023 and has held it in 10 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.