Savvy Advisors Inc’s Novartis NVS Stock Holding History

Savvy Advisors Inc’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	$1.75M	Sell	11,436 -131	-1%	-$20.1K	0.05%	297
2025 Q4	$1.59M	Buy	11,567 +1,500	+15%	+$196K	0.05%	272
2025 Q3	$1.29M	Buy	10,067 +739	+8%	+$90.2K	0.06%	226
2025 Q2	$1.13M	Buy	9,328 +1,547	+20%	+$174K	0.08%	196
2025 Q1	$867K	Buy	7,781 +580	+8%	+$61.7K	0.09%	192
2024 Q4	$701K	Buy	+7,201	New	+$768K	0.08%	194

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Savvy Advisors Inc's NVS Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Novartis (NVS) stake by 1.1% in Q1 2026, selling an estimated $20.1K and leaving 11,436 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #297.

Savvy Advisors Inc first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Savvy Advisors Inc held 11,436 shares of Novartis worth $1.75M as of Q1 2026.
Savvy Advisors Inc sold 131 Novartis shares in Q1 2026, an estimated $20.1K.
Novartis made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #297 holding.
Savvy Advisors Inc first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.