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Opal Wealth Advisors’s Novartis NVS Stock Holding History

Opal Wealth 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 		$708K Buy
4,634
+522
+13% +$80K 0.16% 70
2025
Q4 		$567K Buy
4,112
+381
+10% +$49.9K 0.15% 92
2025
Q3 		$478K Buy
3,731
+1,293
+53% +$158K 0.13% 95
2025
Q2 		$295K Sell
2,438
-77
-3% -$8.68K 0.08% 143
2025
Q1 		$280K Buy
2,515
+112
+5% +$11.9K 0.09% 128
2024
Q4 		$234K Sell
2,403
-46
-2% -$4.91K 0.07% 168
2024
Q3 		$282K Sell
2,449
-197
-7% -$22.4K 0.09% 134
2024
Q2 		$282K Sell
2,646
-14
-0.5% -$1.41K 0.09% 128
2024
Q1 		$257K Buy
2,660
+2
+0.1% +$205 0.09% 140
2023
Q4 		$268K Sell
2,658
-4
-0.2% -$386 0.11% 136
2023
Q3 		$271K Sell
2,662
-129
-5% -$13.1K 0.16% 112
2023
Q2 		$282K Sell
2,791
-7
-0.3% -$700 0.14% 106
2023
Q1 		$257K Buy
2,798
+18
+0.6% +$1.57K 0.15% 86
2022
Q4 		$252K Buy
+2,780
New +$234K 0.14% 93
2022
Q3 		– Sell
-2,529
Closed -$214K – 114
2022
Q2 		$214K Sell
2,529
-234
-8% -$20.5K 0.14% 97
2022
Q1 		$242K Buy
2,763
+153
+6% +$13.2K 0.21% 82
2021
Q4 		$228K Buy
+2,610
New +$217K 0.14% 109

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

Opal Wealth Advisors's NVS Position: Q1 2026 in Review

Opal Wealth Advisors increased its Novartis (NVS) stake by 13% in Q1 2026, buying an estimated $80K and bringing the position to 4,634 shares worth $708K. The position accounts for 0.16% of the portfolio, ranked #70.

Opal Wealth Advisors first reported a position in NVS in Q4 2021 and has held it in 17 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Opal Wealth Advisors held 4,634 shares of Novartis worth $708K as of Q1 2026.
  • Opal Wealth Advisors bought 522 Novartis shares in Q1 2026, an estimated $80K.
  • Novartis made up 0.16% of Opal Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • Opal Wealth Advisors first reported a position in Novartis in Q4 2021 and has held it in 17 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.