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Redwood Wealth Management Group’s Novartis NVS Stock Holding History

Redwood Wealth Management Group’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 		$277K Hold
1,815
– – 0.12% 139
2025
Q4 		$250K Sell
1,815
-98
-5% -$12.8K 0.1% 156
2025
Q3 		$245K Sell
1,913
-150
-7% -$18.3K 0.1% 155
2025
Q2 		$250K Sell
2,063
-80
-4% -$9.02K 0.11% 156
2025
Q1 		$239K Sell
2,143
-75
-3% -$7.98K 0.12% 143
2024
Q4 		$216K Sell
2,218
-130
-6% -$13.9K 0.11% 152
2024
Q3 		$270K Hold
2,348
– – 0.13% 135
2024
Q2 		$250K Sell
2,348
-10
-0.4% -$1K 0.19% 102
2024
Q1 		$228K Sell
2,358
-10
-0.4% -$1.02K 0.24% 106
2023
Q4 		$239K Hold
2,368
– – 0.27% 103
2023
Q3 		$241K Sell
2,368
-330
-12% -$33.5K 0.28% 101
2023
Q2 		$272K Sell
2,698
-55
-2% -$5.5K 0.3% 95
2023
Q1 		$253K Sell
2,753
-200
-7% -$17.5K 0.29% 106
2022
Q4 		$268K Buy
+2,953
New +$249K 0.33% 87

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

Redwood Wealth Management Group's NVS Position: Q1 2026 in Review

Redwood Wealth Management Group held its Novartis (NVS) position steady in Q1 2026 at 1,815 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #139.

Redwood Wealth Management Group first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Redwood Wealth Management Group held 1,815 shares of Novartis worth $277K as of Q1 2026.
  • Redwood Wealth Management Group left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.12% of Redwood Wealth Management Group's portfolio in Q1 2026, its #139 holding.
  • Redwood Wealth Management Group first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.