Navalign LLC’s Novartis NVS Stock Holding History

Navalign LLC’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	-113	Closed	-$15.6K	–	364
2025 Q4	$15.6K	Buy	+113	New	+$14.8K	﹤0.01%	297

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Navalign LLC's NVS Position: Q1 2026 in Review

Navalign LLC sold out of Novartis (NVS) in Q1 2026, closing a stake of 113 shares — an estimated $15.6K sold.

Navalign LLC first reported a position in NVS in Q4 2025 and held it in 1 quarter. The position peaked at $15.6K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Navalign LLC reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 113 Novartis shares in Q1 2026, an estimated $15.6K.
Navalign LLC first reported a position in Novartis in Q4 2025 and held it in 1 quarter.
Navalign LLC's Novartis position peaked at $15.6K in Q4 2025.
1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.