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Regal Investment Advisors’s Novartis NVS Stock Holding History

Regal Investment Advisors’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 		$813K Buy
5,322
+272
+5% +$41.7K 0.05% 332
2025
Q4 		$696K Buy
+5,050
New +$661K 0.04% 355
2022
Q3 		– Sell
-2,400
Closed -$203K – 517
2022
Q2 		$203K Buy
2,400
+64
+3% +$5.62K 0.02% 459
2022
Q1 		$205K Buy
+2,336
New +$202K 0.02% 503
2021
Q4 		– Sell
-2,837
Closed -$232K – 551
2021
Q3 		$232K Buy
2,837
+413
+17% +$37.2K 0.02% 475
2021
Q2 		$221K Buy
+2,424
New +$216K 0.02% 495
2021
Q1 		– Sell
-2,663
Closed -$251K – 297
2020
Q4 		$251K Buy
+2,663
New +$233K 0.03% 398
2020
Q3 		– Sell
-3,410
Closed -$298K – 185
2020
Q2 		$298K Buy
+3,410
New +$294K 0.05% 243
2018
Q2 		– Sell
-3,816
Closed -$276K – 298
2018
Q1 		$276K Buy
3,816
+119
+3% +$9.06K 0.06% 241
2017
Q4 		$278K Buy
3,697
+353
+11% +$26.6K 0.06% 232
2017
Q3 		$257K Buy
+3,344
New +$253K 0.06% 232
2016
Q1 		– Sell
-3,296
Closed -$254K – 278
2015
Q4 		$254K Buy
3,296
+23
+0.7% +$1.83K 0.07% 221
2015
Q3 		$269K Sell
3,273
-95
-3% -$8.46K 0.07% 200
2015
Q2 		$296K Sell
3,368
-188
-5% -$17.2K 0.08% 187
2015
Q1 		$314K Buy
3,556
+1,016
+40% +$90.1K 0.08% 194
2014
Q4 		$211K Buy
2,540
+578
+29% +$47.9K 0.06% 220
2014
Q3 		$165K Buy
1,962
+1,312
+202% +$106K 0.05% 240
2014
Q2 		$53K Buy
+650
New +$51.1K 0.02% 377

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

Regal Investment Advisors's NVS Position: Q1 2026 in Review

Regal Investment Advisors increased its Novartis (NVS) stake by 5.4% in Q1 2026, buying an estimated $41.7K and bringing the position to 5,322 shares worth $813K. The position accounts for 0.05% of the portfolio, ranked #332.

Regal Investment Advisors first reported a position in NVS in Q2 2014 and has held it in 18 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Regal Investment Advisors held 5,322 shares of Novartis worth $813K as of Q1 2026.
  • Regal Investment Advisors bought 272 Novartis shares in Q1 2026, an estimated $41.7K.
  • Novartis made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #332 holding.
  • Regal Investment Advisors first reported a position in Novartis in Q2 2014 and has held it in 18 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.