NFP
NVS icon

Narus Financial Partners’s Novartis NVS Stock Holding History

Narus Financial Partners’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 		$281K Sell
1,839
-350
-16% -$53.6K 0.07% 139
2025
Q4 		$302K Hold
2,189
– – 0.08% 136
2025
Q3 		$281K Buy
2,189
+381
+21% +$46.5K 0.08% 143
2025
Q2 		$219K Sell
1,808
-256
-12% -$28.9K 0.07% 148
2025
Q1 		$230K Sell
2,064
-265
-11% -$28.2K 0.08% 134
2024
Q4 		$227K Buy
2,329
+33
+1% +$3.52K 0.08% 135
2024
Q3 		$264K Buy
+2,296
New +$261K 0.09% 125

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

Narus Financial Partners's NVS Position: Q1 2026 in Review

Narus Financial Partners reduced its Novartis (NVS) stake by 16% in Q1 2026, selling an estimated $53.6K and leaving 1,839 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #139.

Narus Financial Partners first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. The position peaked at $302K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Narus Financial Partners held 1,839 shares of Novartis worth $281K as of Q1 2026.
  • Narus Financial Partners sold 350 Novartis shares in Q1 2026, an estimated $53.6K.
  • Novartis made up 0.07% of Narus Financial Partners's portfolio in Q1 2026, its #139 holding.
  • Narus Financial Partners first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
  • Narus Financial Partners's Novartis position peaked at $302K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.