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Purpose Unlimited Inc’s Novartis NVS Stock Holding History

Purpose Unlimited Inc’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 		$81.4K Sell
533
-61
-10% -$9.35K ﹤0.01% 299
2025
Q4 		$81.9K Buy
+594
New +$77.8K ﹤0.01% 223

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 1-Year Est. Return

Purpose Unlimited Inc's NVS Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its Novartis (NVS) stake by 10% in Q1 2026, selling an estimated $9.35K and leaving 533 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Purpose Unlimited Inc first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. The position peaked at $81.9K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Purpose Unlimited Inc held 533 shares of Novartis worth $81.4K as of Q1 2026.
  • Purpose Unlimited Inc sold 61 Novartis shares in Q1 2026, an estimated $9.35K.
  • Novartis made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #299 holding.
  • Purpose Unlimited Inc first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Novartis position peaked at $81.9K in Q4 2025.
  • 1,597 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.