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Retirement Guys Formula’s Novartis NVS Stock Holding History

Retirement Guys Formula’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 		$1.32M Sell
8,615
-1,040
-11% -$159K 0.61% 70
2025
Q4 		$1.33M Buy
9,655
+108
+1% +$14.1K 0.61% 65
2025
Q3 		$1.22M Buy
9,547
+186
+2% +$22.7K 0.43% 71
2025
Q2 		$1.13M Buy
9,361
+954
+11% +$108K 0.43% 83
2025
Q1 		$937K Buy
+8,407
New +$895K 0.47% 88

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

Retirement Guys Formula's NVS Position: Q1 2026 in Review

Retirement Guys Formula reduced its Novartis (NVS) stake by 11% in Q1 2026, selling an estimated $159K and leaving 8,615 shares worth $1.32M. The position accounts for 0.61% of the portfolio, ranked #70.

Retirement Guys Formula first reported a position in NVS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Retirement Guys Formula held 8,615 shares of Novartis worth $1.32M as of Q1 2026.
  • Retirement Guys Formula sold 1,040 Novartis shares in Q1 2026, an estimated $159K.
  • Novartis made up 0.61% of Retirement Guys Formula's portfolio in Q1 2026, its #70 holding.
  • Retirement Guys Formula first reported a position in Novartis in Q1 2025 and has held it in 5 quarters since.
  • Retirement Guys Formula's Novartis position peaked at $1.33M in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.