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NewEdge Wealth’s Novartis NVS Stock Holding History

NewEdge Wealth’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 		$83.5M Buy
546,505
+41,166
+8% +$6.31M 0.99% 18
2025
Q4 		$69.7M Buy
505,339
+18,875
+4% +$2.47M 0.79% 24
2025
Q3 		$61.1M Buy
486,464
+20,548
+4% +$2.51M 0.88% 19
2025
Q2 		$54M Buy
465,916
+34,078
+8% +$3.84M 0.85% 20
2025
Q1 		$48.1M Buy
431,838
+7,190
+2% +$765K 0.87% 22
2024
Q4 		$41.3M Buy
424,648
+32,398
+8% +$3.45M 0.72% 31
2024
Q3 		$45.1M Buy
392,250
+28,190
+8% +$3.2M 0.81% 24
2024
Q2 		$38.8M Buy
364,060
+9,050
+3% +$908K 0.84% 25
2024
Q1 		$34.6M Buy
355,010
+30,109
+9% +$3.09M 0.78% 28
2023
Q4 		$32.8M Buy
324,901
+43,106
+15% +$4.16M 0.84% 27
2023
Q3 		$28.7M Buy
281,795
+43,547
+18% +$4.42M 0.91% 22
2023
Q2 		$24M Buy
238,248
+111,719
+88% +$11.2M 0.8% 29
2023
Q1 		$11.6M Buy
126,529
+13,847
+12% +$1.21M 0.44% 62
2022
Q4 		$10.2M Buy
112,682
+6,682
+6% +$563K 0.44% 68
2022
Q3 		$8.06M Buy
106,000
+9,209
+10% +$763K 0.38% 77
2022
Q2 		$8.18M Buy
96,791
+14,333
+17% +$1.26M 0.37% 71
2022
Q1 		$7.24M Buy
82,458
+9,094
+12% +$787K 0.32% 85
2021
Q4 		$6.42M Buy
73,364
+4,924
+7% +$409K 0.27% 92
2021
Q3 		$5.6M Buy
68,440
+2,782
+4% +$250K 0.33% 82
2021
Q2 		$5.99M Buy
65,658
+6,338
+11% +$564K 0.46% 73
2021
Q1 		$5.07M Buy
59,320
+41,929
+241% +$3.76M 0.5% 64
2020
Q4 		$1.64M Buy
+17,391
New +$1.52M 0.51% 60

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

NewEdge Wealth's NVS Position: Q1 2026 in Review

NewEdge Wealth increased its Novartis (NVS) stake by 8.1% in Q1 2026, buying an estimated $6.31M and bringing the position to 546,505 shares worth $83.5M. The position accounts for 0.99% of the portfolio, ranked #18.

NewEdge Wealth first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • NewEdge Wealth held 546,505 shares of Novartis worth $83.5M as of Q1 2026.
  • NewEdge Wealth bought 41,166 Novartis shares in Q1 2026, an estimated $6.31M.
  • Novartis made up 0.99% of NewEdge Wealth's portfolio in Q1 2026, its #18 holding.
  • NewEdge Wealth first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.