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Simplicity Wealth’s Novartis NVS Stock Holding History

Simplicity Wealth’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 		$831K Buy
5,440
+303
+6% +$46.4K 0.05% 331
2025
Q4 		$708K Buy
5,137
+145
+3% +$19K 0.04% 354
2025
Q3 		$640K Sell
4,992
-3,594
-42% -$439K 0.04% 391
2025
Q2 		$1.04M Buy
8,586
+5,016
+141% +$565K 0.04% 325
2025
Q1 		$398K Sell
3,570
-51
-1% -$5.43K 0.03% 378
2024
Q4 		$352K Buy
3,621
+1,244
+52% +$133K 0.07% 207
2024
Q3 		$273K Sell
2,377
-59,192
-96% -$6.72M 0.03% 402
2024
Q2 		$6.55M Buy
61,569
+6,855
+13% +$688K 0.15% 146
2024
Q1 		$5.29M Buy
+54,714
New +$5.61M 0.13% 161

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

Simplicity Wealth's NVS Position: Q1 2026 in Review

Simplicity Wealth increased its Novartis (NVS) stake by 5.9% in Q1 2026, buying an estimated $46.4K and bringing the position to 5,440 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #331.

Simplicity Wealth first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.55M in Q2 2024. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Simplicity Wealth held 5,440 shares of Novartis worth $831K as of Q1 2026.
  • Simplicity Wealth bought 303 Novartis shares in Q1 2026, an estimated $46.4K.
  • Novartis made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #331 holding.
  • Simplicity Wealth first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Novartis position peaked at $6.55M in Q2 2024.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.