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Oregon Pacific Wealth Management’s Novartis NVS Stock Holding History

Oregon Pacific Wealth Management’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
-1,717
Closed -$237K – 124
2025
Q4 		$237K Sell
1,717
-51
-3% -$6.68K 0.24% 101
2025
Q3 		$227K Sell
1,768
-45
-2% -$5.49K 0.2% 120
2025
Q2 		$219K Sell
1,813
-30
-2% -$3.38K 0.21% 119
2025
Q1 		$205K Buy
+1,843
New +$196K 0.21% 123

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

Oregon Pacific Wealth Management's NVS Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 1,717 shares — an estimated $237K sold.

Oregon Pacific Wealth Management first reported a position in NVS in Q1 2025 and held it in 4 quarters. The position peaked at $237K in Q4 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Oregon Pacific Wealth Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 1,717 Novartis shares in Q1 2026, an estimated $237K.
  • Oregon Pacific Wealth Management first reported a position in Novartis in Q1 2025 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's Novartis position peaked at $237K in Q4 2025.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.