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Parr McKnight Wealth Management Group’s Novartis NVS Stock Holding History

Parr McKnight Wealth Management 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 		$3.36M Sell
21,970
-784
-3% -$120K 0.44% 76
2025
Q4 		$3.14M Sell
22,754
-464
-2% -$60.8K 0.41% 82
2025
Q3 		$2.98M Sell
23,218
-216
-0.9% -$26.4K 0.39% 81
2025
Q2 		$2.84M Sell
23,434
-451
-2% -$50.8K 0.39% 85
2025
Q1 		$2.66M Buy
23,885
+3,149
+15% +$335K 0.38% 82
2024
Q4 		$2.02M Buy
+20,736
New +$2.21M 0.29% 96

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

Parr McKnight Wealth Management Group's NVS Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Novartis (NVS) stake by 3.4% in Q1 2026, selling an estimated $120K and leaving 21,970 shares worth $3.36M. The position accounts for 0.44% of the portfolio, ranked #76.

Parr McKnight Wealth Management Group first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Parr McKnight Wealth Management Group held 21,970 shares of Novartis worth $3.36M as of Q1 2026.
  • Parr McKnight Wealth Management Group sold 784 Novartis shares in Q1 2026, an estimated $120K.
  • Novartis made up 0.44% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #76 holding.
  • Parr McKnight Wealth Management Group first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.