Networth Advisors’s Novartis NVS Stock Holding History

Networth 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	–	Sell	-10	Closed	-$1.38K	–	426
2025 Q4	$1.38K	Buy	+10	New	+$1.31K	﹤0.01%	290

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 $5.72T AUM 30.48% 1-Year Est. Return

Networth Advisors's NVS Position: Q1 2026 in Review

Networth Advisors sold out of Novartis (NVS) in Q1 2026, closing a stake of 10 shares — an estimated $1.38K sold.

Networth Advisors first reported a position in NVS in Q4 2025 and held it in 1 quarter. The position peaked at $1.38K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Networth Advisors reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Networth Advisors sold 10 Novartis shares in Q1 2026, an estimated $1.38K.
Networth Advisors first reported a position in Novartis in Q4 2025 and held it in 1 quarter.
Networth Advisors's Novartis position peaked at $1.38K in Q4 2025.
1,594 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Networth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.