SVWAG
NVS icon

Sound View Wealth Advisors Group’s Novartis NVS Stock Holding History

Sound View Wealth Advisors Group’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 		$432K Hold
2,828
– – 0.03% 290
2025
Q4 		$390K Sell
2,828
-296
-9% -$38.8K 0.03% 310
2025
Q3 		$401K Sell
3,124
-432
-12% -$52.7K 0.03% 302
2025
Q2 		$430K Sell
3,556
-105
-3% -$11.8K 0.03% 291
2025
Q1 		$408K Hold
3,661
– – 0.03% 284
2024
Q4 		$356K Hold
3,661
– – 0.03% 309
2024
Q3 		$421K Hold
3,661
– – 0.03% 282
2024
Q2 		$390K Hold
3,661
– – 0.04% 263
2024
Q1 		$354K Hold
3,661
– – 0.04% 278
2023
Q4 		$370K Hold
3,661
– – 0.04% 273
2023
Q3 		$373K Hold
3,661
– – 0.05% 259
2023
Q2 		$369K Hold
3,661
– – 0.05% 260
2023
Q1 		$337K Hold
3,661
– – 0.05% 270
2022
Q4 		$370K Sell
3,661
-216
-6% -$18.2K 0.04% 273
2022
Q3 		$295K Hold
3,877
– – 0.07% 213
2022
Q2 		$328K Hold
3,877
– – 0.07% 209
2022
Q1 		$340K Hold
3,877
– – 0.06% 219
2021
Q4 		$339K Hold
3,877
– – 0.06% 218
2021
Q3 		$317K Hold
3,877
– – 0.07% 224
2021
Q2 		$354K Sell
3,877
-717
-16% -$63.8K 0.07% 212
2021
Q1 		$393K Sell
4,594
-296
-6% -$26.6K 0.09% 182
2020
Q4 		$462K Sell
4,890
-277
-5% -$24.2K 0.11% 160
2020
Q3 		$449K Buy
5,167
+49
+1% +$4.25K 0.12% 152
2020
Q2 		$447K Buy
5,118
+34
+0.7% +$2.94K 0.13% 143
2020
Q1 		$419K Sell
5,084
-560
-10% -$50K 0.14% 131
2019
Q4 		$534K Buy
5,644
+246
+5% +$22.1K 0.15% 134
2019
Q3 		$469K Sell
5,398
-864
-14% -$77.6K 0.14% 143
2019
Q2 		$572K Buy
+6,262
New +$530K 0.17% 128

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

Sound View Wealth Advisors Group's NVS Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its Novartis (NVS) position steady in Q1 2026 at 2,828 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #290.

Sound View Wealth Advisors Group first reported a position in NVS in Q2 2019 and has held it in 28 quarters since. The position peaked at $572K in Q2 2019. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,828 shares of Novartis worth $432K as of Q1 2026.
  • Sound View Wealth Advisors Group left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #290 holding.
  • Sound View Wealth Advisors Group first reported a position in Novartis in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Novartis position peaked at $572K in Q2 2019.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.