PCS
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Personal CFO Solutions’s Novartis NVS Stock Holding History

Personal CFO Solutions’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 		$1.81M Buy
11,831
+8,720
+280% +$1.34M 0.25% 65
2025
Q4 		$429K Buy
3,111
+551
+22% +$72.2K 0.07% 264
2025
Q3 		$328K Buy
2,560
+440
+21% +$53.7K 0.06% 321
2025
Q2 		$257K Sell
2,120
-901
-30% -$102K 0.05% 381
2025
Q1 		$337K Sell
3,021
-1,887
-38% -$201K 0.07% 283
2024
Q4 		$478K Sell
4,908
-92
-2% -$9.81K 0.09% 212
2024
Q3 		$575K Sell
5,000
-1,200
-19% -$136K 0.08% 230
2024
Q2 		$660K Buy
6,200
+832
+15% +$83.5K 0.1% 193
2024
Q1 		$519K Buy
5,368
+277
+5% +$28.4K 0.08% 242
2023
Q4 		$514K Buy
+5,091
New +$491K 0.09% 218
2021
Q4 		– Sell
-3,322
Closed -$272K – 503
2021
Q3 		$272K Buy
3,322
+856
+35% +$77K 0.06% 319
2021
Q2 		$225K Sell
2,466
-398
-14% -$35.4K 0.05% 380
2021
Q1 		$245K Sell
2,864
-31
-1% -$2.78K 0.05% 322
2020
Q4 		$273K Sell
2,895
-1,661
-36% -$145K 0.07% 264
2020
Q3 		$0 Buy
4,556
+100
+2% +$8.66K ﹤0.01% 273
2020
Q2 		$389K Buy
4,456
+256
+6% +$22.1K 0.12% 167
2020
Q1 		$346K Buy
4,200
+1,103
+36% +$98.4K 0.12% 152
2019
Q4 		$293K Buy
3,097
+31
+1% +$2.78K 0.08% 215
2019
Q3 		$266K Buy
+3,066
New +$275K 0.11% 218

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

Personal CFO Solutions's NVS Position: Q1 2026 in Review

Personal CFO Solutions increased its Novartis (NVS) stake by 280% in Q1 2026, buying an estimated $1.34M and bringing the position to 11,831 shares worth $1.81M. The position accounts for 0.25% of the portfolio, ranked #65.

Personal CFO Solutions first reported a position in NVS in Q3 2019 and has held it in 19 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Personal CFO Solutions held 11,831 shares of Novartis worth $1.81M as of Q1 2026.
  • Personal CFO Solutions bought 8,720 Novartis shares in Q1 2026, an estimated $1.34M.
  • Novartis made up 0.25% of Personal CFO Solutions's portfolio in Q1 2026, its #65 holding.
  • Personal CFO Solutions first reported a position in Novartis in Q3 2019 and has held it in 19 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.