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Stratos Wealth Advisors’s Novartis NVS Stock Holding History

Stratos Wealth Advisors’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 		$1.29M Buy
8,428
+7
+0.1% +$1.07K 0.08% 236
2025
Q4 		$1.16M Hold
8,421
– – 0.06% 293
2025
Q3 		$1.08M Hold
8,421
– – 0.05% 304
2025
Q2 		$1.02M Buy
8,421
+28
+0.3% +$3.16K 0.05% 306
2025
Q1 		$936K Hold
8,393
– – 0.05% 309
2024
Q4 		$817K Sell
8,393
-41
-0.5% -$4.37K 0.04% 365
2024
Q3 		$970K Buy
8,434
+5
+0.1% +$567 0.04% 354
2024
Q2 		$897K Buy
8,429
+19
+0.2% +$1.91K 0.04% 348
2024
Q1 		$814K Sell
8,410
-247
-3% -$25.3K 0.05% 364
2023
Q4 		$874K Buy
8,657
+191
+2% +$18.4K 0.05% 353
2023
Q3 		$862K Buy
8,466
+360
+4% +$36.5K 0.06% 333
2023
Q2 		$818K Buy
8,106
+250
+3% +$25K 0.06% 342
2023
Q1 		$723K Sell
7,856
-45
-0.6% -$3.93K 0.06% 347
2022
Q4 		$717K Buy
+7,901
New +$665K 0.06% 334
2022
Q1 		– Sell
-6,635
Closed -$580K – 563
2021
Q4 		$580K Buy
6,635
+349
+6% +$29K 0.04% 369
2021
Q3 		$514K Buy
6,286
+2,845
+83% +$256K 0.04% 349
2021
Q2 		$314K Buy
+3,441
New +$306K 0.03% 433

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

Stratos Wealth Advisors's NVS Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Novartis (NVS) stake by 0.08% in Q1 2026, buying an estimated $1.07K and bringing the position to 8,428 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #236.

Stratos Wealth Advisors first reported a position in NVS in Q2 2021 and has held it in 17 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Stratos Wealth Advisors held 8,428 shares of Novartis worth $1.29M as of Q1 2026.
  • Stratos Wealth Advisors bought 7 Novartis shares in Q1 2026, an estimated $1.07K.
  • Novartis made up 0.08% of Stratos Wealth Advisors's portfolio in Q1 2026, its #236 holding.
  • Stratos Wealth Advisors first reported a position in Novartis in Q2 2021 and has held it in 17 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.