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RWA Wealth Partners’s Novartis NVS Stock Holding History

RWA Wealth Partners’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 		$1.95M Buy
12,763
+2,608
+26% +$400K 0.02% 262
2025
Q4 		$1.4M Buy
10,155
+199
+2% +$26.1K 0.02% 303
2025
Q3 		$1.28M Buy
9,956
+97
+1% +$11.8K 0.01% 315
2025
Q2 		$1.19M Buy
9,859
+77
+0.8% +$8.68K 0.01% 302
2025
Q1 		$1.09M Buy
9,782
+217
+2% +$23.1K 0.01% 308
2024
Q4 		$931K Buy
9,565
+160
+2% +$17.1K 0.01% 336
2024
Q3 		$1.08M Buy
9,405
+40
+0.4% +$4.54K 0.01% 316
2024
Q2 		$997K Buy
9,365
+5
+0.1% +$502 0.01% 302
2024
Q1 		$905K Buy
9,360
+300
+3% +$30.8K 0.01% 317
2023
Q4 		$915K Buy
9,060
+2,110
+30% +$204K 0.01% 301
2023
Q3 		$708K Hold
6,950
– – 0.02% 223
2023
Q2 		$701K Buy
+6,950
New +$695K 0.02% 195
2020
Q3 		– Sell
-4,228
Closed -$369K – 225
2020
Q2 		$369K Buy
4,228
+52
+1% +$4.49K 0.05% 160
2020
Q1 		$344K Sell
4,176
-29
-0.7% -$2.59K 0.05% 154
2019
Q4 		$398K Hold
4,205
– – 0.04% 179
2019
Q3 		$365K Hold
4,205
– – 0.04% 178
2019
Q2 		$384K Sell
4,205
-488
-10% -$41.3K 0.04% 171
2019
Q1 		$404K Hold
4,693
– – 0.05% 169
2018
Q4 		$361K Hold
4,693
– – 0.05% 163
2018
Q3 		$362K Hold
4,693
– – 0.04% 172
2018
Q2 		$318K Sell
4,693
-111
-2% -$7.66K 0.04% 187
2018
Q1 		$348K Sell
4,804
-757
-14% -$57.6K 0.04% 156
2017
Q4 		$418K Sell
5,561
-2,018
-27% -$152K 0.05% 171
2017
Q3 		$583K Buy
+7,579
New +$572K 0.07% 145

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

RWA Wealth Partners's NVS Position: Q1 2026 in Review

RWA Wealth Partners increased its Novartis (NVS) stake by 26% in Q1 2026, buying an estimated $400K and bringing the position to 12,763 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #262.

RWA Wealth Partners first reported a position in NVS in Q3 2017 and has held it in 24 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • RWA Wealth Partners held 12,763 shares of Novartis worth $1.95M as of Q1 2026.
  • RWA Wealth Partners bought 2,608 Novartis shares in Q1 2026, an estimated $400K.
  • Novartis made up 0.02% of RWA Wealth Partners's portfolio in Q1 2026, its #262 holding.
  • RWA Wealth Partners first reported a position in Novartis in Q3 2017 and has held it in 24 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.