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StrongBox Wealth’s Novartis NVS Stock Holding History

StrongBox 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 		$1.04M Hold
6,789
– – 0.33% 50
2025
Q4 		$936K Buy
6,789
+850
+14% +$111K 0.31% 51
2025
Q3 		$762K Buy
5,939
+200
+3% +$24.4K 0.26% 56
2025
Q2 		$694K Hold
5,739
– – 0.26% 57
2025
Q1 		$640K Buy
5,739
+210
+4% +$22.4K 0.27% 59
2024
Q4 		$538K Sell
5,529
-201
-4% -$21.4K 0.23% 57
2024
Q3 		$659K Buy
5,730
+592
+12% +$67.2K 0.28% 56
2024
Q2 		$547K Buy
5,138
+1,855
+57% +$186K 0.26% 53
2024
Q1 		$318K Buy
3,283
+157
+5% +$16.1K 0.17% 65
2023
Q4 		$316K Buy
3,126
+430
+16% +$41.5K 0.18% 62
2023
Q3 		$275K Sell
2,696
-245
-8% -$24.9K 0.17% 67
2023
Q2 		$297K Buy
2,941
+100
+4% +$10K 0.19% 71
2023
Q1 		$261K Buy
2,841
+350
+14% +$30.6K 0.18% 75
2022
Q4 		$226K Buy
+2,491
New +$210K 0.16% 73
2022
Q3 		– Sell
-2,446
Closed -$207K – 81
2022
Q2 		$207K Buy
+2,446
New +$215K 0.13% 82
2021
Q1 		– Sell
-5,463
Closed -$516K – 103
2020
Q4 		$516K Sell
5,463
-990
-15% -$86.5K 0.33% 57
2020
Q3 		$561K Sell
6,453
-548
-8% -$47.5K 0.41% 52
2020
Q2 		$611K Buy
7,001
+611
+10% +$52.7K 0.56% 54
2020
Q1 		$527K Buy
+6,390
New +$570K 0.6% 47

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

StrongBox Wealth's NVS Position: Q1 2026 in Review

StrongBox Wealth held its Novartis (NVS) position steady in Q1 2026 at 6,789 shares worth $1.04M. The position accounts for 0.33% of the portfolio, ranked #50.

StrongBox Wealth first reported a position in NVS in Q1 2020 and has held it in 19 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • StrongBox Wealth held 6,789 shares of Novartis worth $1.04M as of Q1 2026.
  • StrongBox Wealth left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.33% of StrongBox Wealth's portfolio in Q1 2026, its #50 holding.
  • StrongBox Wealth first reported a position in Novartis in Q1 2020 and has held it in 19 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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