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SHP Wealth Management’s Novartis NVS Stock Holding History

SHP Wealth Management’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 		$183K Sell
1,200
-289
-19% -$44.3K 0.01% 284
2025
Q4 		$205K Buy
+1,489
New +$195K 0.02% 248

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 1-Year Est. Return

SHP Wealth Management's NVS Position: Q1 2026 in Review

SHP Wealth Management reduced its Novartis (NVS) stake by 19% in Q1 2026, selling an estimated $44.3K and leaving 1,200 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #284.

SHP Wealth Management first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. The position peaked at $205K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • SHP Wealth Management held 1,200 shares of Novartis worth $183K as of Q1 2026.
  • SHP Wealth Management sold 289 Novartis shares in Q1 2026, an estimated $44.3K.
  • Novartis made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #284 holding.
  • SHP Wealth Management first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Novartis position peaked at $205K in Q4 2025.
  • 1,597 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.