Principle Wealth Partners’s Novartis NVS Stock Holding History

Principle Wealth Partners’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	$729K	Sell	4,772 -28	-0.6%	-$4.29K	0.04%	200
2025 Q4	$662K	Sell	4,800 -22	-0.5%	-$2.88K	0.04%	207
2025 Q3	$618K	Sell	4,822 -25	-0.5%	-$3.05K	0.04%	209
2025 Q2	$587K	Buy	4,847 +600	+14%	+$67.6K	0.04%	218
2025 Q1	$473K	Hold	4,247	–	–	0.03%	232
2024 Q4	$413K	Hold	4,247	–	–	0.03%	241
2024 Q3	$488K	Hold	4,247	–	–	0.03%	227
2024 Q2	$452K	Hold	4,247	–	–	0.03%	231
2024 Q1	$411K	Hold	4,247	–	–	0.03%	244
2023 Q4	$429K	Hold	4,247	–	–	0.04%	222
2023 Q3	$433K	Hold	4,247	–	–	0.04%	214
2023 Q2	$429K	Sell	4,247 -1,200	-22%	-$120K	0.04%	216
2023 Q1	$501K	Hold	5,447	–	–	0.05%	197
2022 Q4	$494K	Buy	5,447 +125	+2%	+$10.5K	0.06%	191
2022 Q3	$405	Hold	5,322	–	–	0.04%	206
2022 Q2	$450K	Sell	5,322 -730	-12%	-$64K	0.05%	202
2022 Q1	$531K	Hold	6,052	–	–	0.06%	197
2021 Q4	$529K	Hold	6,052	–	–	0.06%	201
2021 Q3	$495K	Sell	6,052 -754	-11%	-$67.8K	0.06%	198
2021 Q2	$621K	Sell	6,806 -1,200	-15%	-$107K	0.07%	176
2021 Q1	$684K	Buy	8,006 +3,702	+86%	+$332K	0.08%	158
2020 Q4	$406K	Buy	+4,304	New	+$376K	0.05%	195
2020 Q3	–	Sell	-521	Closed	-$46K	–	336
2020 Q2	$46K	Buy	+521	New	+$45K	0.01%	285

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principle Wealth Partners's NVS Position: Q1 2026 in Review

Principle Wealth Partners reduced its Novartis (NVS) stake by 0.58% in Q1 2026, selling an estimated $4.29K and leaving 4,772 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #200.

Principle Wealth Partners first reported a position in NVS in Q2 2020 and has held it in 23 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Principle Wealth Partners held 4,772 shares of Novartis worth $729K as of Q1 2026.
Principle Wealth Partners sold 28 Novartis shares in Q1 2026, an estimated $4.29K.
Novartis made up 0.04% of Principle Wealth Partners's portfolio in Q1 2026, its #200 holding.
Principle Wealth Partners first reported a position in Novartis in Q2 2020 and has held it in 23 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.