Quadcap Wealth Management’s Novartis NVS Stock Holding History

Quadcap Wealth Management’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	$2.35M	Sell	15,367 -888	-5%	-$136K	0.27%	81
2025 Q4	$2.24M	Sell	16,255 -129	-0.8%	-$16.9K	0.26%	80
2025 Q3	$2.1M	Sell	16,384 -42	-0.3%	-$5.13K	0.25%	85
2025 Q2	$1.99M	Buy	16,426 +3,722	+29%	+$420K	0.25%	82
2025 Q1	$1.42M	Sell	12,704 -97	-0.8%	-$10.3K	0.21%	106
2024 Q4	$1.25M	Sell	12,801 -1,183	-8%	-$126K	0.18%	109
2024 Q3	$1.61M	Buy	13,984 +914	+7%	+$104K	0.25%	86
2024 Q2	$1.39M	Buy	13,070 +1,706	+15%	+$171K	0.25%	84
2024 Q1	$1.1M	Sell	11,364 -1,660	-13%	-$170K	0.25%	92
2023 Q4	$1.32M	Buy	+13,024	New	+$1.26M	0.34%	73

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

Quadcap Wealth Management's NVS Position: Q1 2026 in Review

Quadcap Wealth Management reduced its Novartis (NVS) stake by 5.5% in Q1 2026, selling an estimated $136K and leaving 15,367 shares worth $2.35M. The position accounts for 0.27% of the portfolio, ranked #81.

Quadcap Wealth Management first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Quadcap Wealth Management held 15,367 shares of Novartis worth $2.35M as of Q1 2026.
Quadcap Wealth Management sold 888 Novartis shares in Q1 2026, an estimated $136K.
Novartis made up 0.27% of Quadcap Wealth Management's portfolio in Q1 2026, its #81 holding.
Quadcap Wealth Management first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.