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Reyes Financial Architecture’s Novartis NVS Stock Holding History

Reyes Financial Architecture’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 		– Sell
-7
Closed -$965 – 408
2025
Q4 		$965 Buy
+7
New +$917 ﹤0.01% 373
2025
Q1 		– Sell
-85
Closed -$8.27K – 343
2024
Q4 		$8.27K Buy
+85
New +$9.06K 0.01% 215

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

Reyes Financial Architecture's NVS Position: Q1 2026 in Review

Reyes Financial Architecture sold out of Novartis (NVS) in Q1 2026, closing a stake of 7 shares — an estimated $965 sold.

Reyes Financial Architecture first reported a position in NVS in Q4 2024 and held it in 2 quarters. The position peaked at $8.27K in Q4 2024. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Reyes Financial Architecture reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Reyes Financial Architecture sold 7 Novartis shares in Q1 2026, an estimated $965.
  • Reyes Financial Architecture first reported a position in Novartis in Q4 2024 and held it in 2 quarters.
  • Reyes Financial Architecture's Novartis position peaked at $8.27K in Q4 2024.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Reyes Financial Architecture's 13F filing for Q1 2026, filed 12 May 2026.