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PDS Planning’s Novartis NVS Stock Holding History

PDS Planning’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 		$1.46M Buy
9,528
+3
+0% +$460 0.1% 100
2025
Q4 		$1.31M Buy
9,525
+66
+0.7% +$8.64K 0.09% 107
2025
Q3 		$1.21M Buy
9,459
+390
+4% +$47.6K 0.08% 113
2025
Q2 		$1.1M Buy
9,069
+172
+2% +$19.4K 0.08% 114
2025
Q1 		$992K Buy
8,897
+907
+11% +$96.6K 0.08% 105
2024
Q4 		$778K Sell
7,990
-122
-2% -$13K 0.07% 122
2024
Q3 		$933K Buy
8,112
+33
+0.4% +$3.74K 0.08% 106
2024
Q2 		$860K Buy
8,079
+314
+4% +$31.5K 0.09% 100
2024
Q1 		$751K Buy
7,765
+62
+0.8% +$6.36K 0.08% 109
2023
Q4 		$778K Buy
7,703
+277
+4% +$26.7K 0.09% 91
2023
Q3 		$756K Buy
7,426
+672
+10% +$68.2K 0.1% 92
2023
Q2 		$682K Buy
6,754
+1,524
+29% +$152K 0.09% 100
2023
Q1 		$481K Buy
5,230
+2,568
+96% +$224K 0.07% 125
2022
Q4 		$241K Sell
2,662
-138
-5% -$11.6K 0.04% 171
2022
Q3 		$213K Sell
2,800
-787
-22% -$65.2K 0.04% 174
2022
Q2 		$303K Buy
3,587
+384
+12% +$33.7K 0.05% 136
2022
Q1 		$281K Buy
3,203
+661
+26% +$57.2K 0.05% 158
2021
Q4 		$222K Sell
2,542
-377
-13% -$31.3K 0.04% 175
2021
Q3 		$239K Sell
2,919
-59
-2% -$5.31K 0.06% 157
2021
Q2 		$272K Buy
2,978
+248
+9% +$22.1K 0.07% 139
2021
Q1 		$233K Buy
2,730
+314
+13% +$28.2K 0.07% 138
2020
Q4 		$228K Sell
2,416
-86
-3% -$7.51K 0.08% 133
2020
Q3 		$218K Buy
2,502
+6
+0.2% +$520 0.09% 122
2020
Q2 		$218K Buy
+2,496
New +$215K 0.1% 112

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

PDS Planning's NVS Position: Q1 2026 in Review

PDS Planning increased its Novartis (NVS) stake by 0.03% in Q1 2026, buying an estimated $460 and bringing the position to 9,528 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #100.

PDS Planning first reported a position in NVS in Q2 2020 and has held it in 24 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • PDS Planning held 9,528 shares of Novartis worth $1.46M as of Q1 2026.
  • PDS Planning bought 3 Novartis shares in Q1 2026, an estimated $460.
  • Novartis made up 0.1% of PDS Planning's portfolio in Q1 2026, its #100 holding.
  • PDS Planning first reported a position in Novartis in Q2 2020 and has held it in 24 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.