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Mowery & Schoenfeld Wealth Management’s Novartis NVS Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-171
Closed -$23.6K – 452
2025
Q4 		$23.6K Buy
+171
New +$22.4K 0.03% 182

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's NVS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 171 shares — an estimated $23.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in NVS in Q4 2025 and held it in 1 quarter. The position peaked at $23.6K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 171 Novartis shares in Q1 2026, an estimated $23.6K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Novartis in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Novartis position peaked at $23.6K in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.