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Innovative Advisory Group, LLC’s Novartis NVS Stock Holding History

Innovative Advisory Group, 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
-165
Closed -$22.7K – 161
2025
Q4 		$22.7K Hold
165
– – 0.01% 90
2025
Q3 		$21.2K Hold
165
– – 0.01% 97
2025
Q2 		$20K Buy
+165
New +$18.6K 0.02% 97

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

Innovative Advisory Group, LLC's NVS Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Novartis (NVS) in Q1 2026, closing a stake of 165 shares — an estimated $22.7K sold.

Innovative Advisory Group, LLC first reported a position in NVS in Q2 2025 and held it in 3 quarters. The position peaked at $22.7K in Q4 2025. 1,605 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 165 Novartis shares in Q1 2026, an estimated $22.7K.
  • Innovative Advisory Group, LLC first reported a position in Novartis in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's Novartis position peaked at $22.7K in Q4 2025.
  • 1,605 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.