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Sagespring Wealth Partners’s Novartis NVS Stock Holding History

Sagespring 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 		$1.71M Buy
11,162
+710
+7% +$109K 0.03% 218
2025
Q4 		$1.44M Buy
10,452
+246
+2% +$32.2K 0.03% 241
2025
Q3 		$1.31M Buy
10,206
+2,096
+26% +$256K 0.03% 255
2025
Q2 		$981K Buy
8,110
+2,351
+41% +$265K 0.02% 285
2025
Q1 		$642K Buy
5,759
+2,325
+68% +$248K 0.02% 332
2024
Q4 		$334K Buy
+3,434
New +$366K 0.01% 448

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

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

Sagespring Wealth Partners increased its Novartis (NVS) stake by 6.8% in Q1 2026, buying an estimated $109K and bringing the position to 11,162 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #218.

Sagespring Wealth Partners first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Sagespring Wealth Partners held 11,162 shares of Novartis worth $1.71M as of Q1 2026.
  • Sagespring Wealth Partners bought 710 Novartis shares in Q1 2026, an estimated $109K.
  • Novartis made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #218 holding.
  • Sagespring Wealth Partners first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.