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Optimist Retirement Group’s Novartis NVS Stock Holding History

Optimist Retirement Group’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 		$2.57M Sell
16,798
-2,181
-11% -$334K 1.13% 23
2025
Q4 		$2.62M Sell
18,979
-340
-2% -$44.5K 1.2% 22
2025
Q3 		$2.48M Buy
19,319
+47
+0.2% +$5.74K 1.12% 24
2025
Q2 		$2.33M Buy
19,272
+69
+0.4% +$7.78K 1.12% 25
2025
Q1 		$2.14M Buy
19,203
+137
+0.7% +$14.6K 1.07% 32
2024
Q4 		$1.86M Sell
19,066
-247
-1% -$26.3K 0.88% 35
2024
Q3 		$2.22M Buy
19,313
+166
+0.9% +$18.8K 1% 32
2024
Q2 		$2.04M Buy
+19,147
New +$1.92M 1.07% 27

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

Optimist Retirement Group's NVS Position: Q1 2026 in Review

Optimist Retirement Group reduced its Novartis (NVS) stake by 11% in Q1 2026, selling an estimated $334K and leaving 16,798 shares worth $2.57M. The position accounts for 1.13% of the portfolio, ranked #23.

Optimist Retirement Group first reported a position in NVS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Optimist Retirement Group held 16,798 shares of Novartis worth $2.57M as of Q1 2026.
  • Optimist Retirement Group sold 2,181 Novartis shares in Q1 2026, an estimated $334K.
  • Novartis made up 1.13% of Optimist Retirement Group's portfolio in Q1 2026, its #23 holding.
  • Optimist Retirement Group first reported a position in Novartis in Q2 2024 and has held it in 8 quarters since.
  • Optimist Retirement Group's Novartis position peaked at $2.62M in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.