Three Seasons Wealth’s Novartis NVS Stock Holding History

Three Seasons 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	$519K	Hold	3,400	–	–	0.2%	121
2025 Q4	$469K	Hold	3,400	–	–	0.04%	119
2025 Q3	$436K	Hold	3,400	–	–	0.04%	114
2025 Q2	$411K	Hold	3,400	–	–	0.05%	76
2025 Q1	$379K	Hold	3,400	–	–	0.19%	75
2024 Q4	$331K	Hold	3,400	–	–	0.16%	103
2024 Q3	$391K	Buy	+3,400	New	+$386K	0.21%	84

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Three Seasons Wealth's NVS Position: Q1 2026 in Review

Three Seasons Wealth held its Novartis (NVS) position steady in Q1 2026 at 3,400 shares worth $519K. The position accounts for 0.2% of the portfolio, ranked #121.

Three Seasons Wealth first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Three Seasons Wealth held 3,400 shares of Novartis worth $519K as of Q1 2026.
Three Seasons Wealth left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.2% of Three Seasons Wealth's portfolio in Q1 2026, its #121 holding.
Three Seasons Wealth first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.