Trace Wealth Advisors’s Novartis NVS Stock Holding History

Trace 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	$279K	Hold	1,825	–	–	0.21%	53
2025 Q4	$252K	Hold	1,825	–	–	0.18%	60
2025 Q3	$234K	Hold	1,825	–	–	0.18%	59
2025 Q2	$221K	Hold	1,825	–	–	0.18%	54
2025 Q1	$203K	Buy	+1,825	New	+$194K	0.18%	56

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

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

Trace Wealth Advisors held its Novartis (NVS) position steady in Q1 2026 at 1,825 shares worth $279K. The position accounts for 0.21% of the portfolio, ranked #53.

Trace Wealth Advisors first reported a position in NVS in Q1 2025 and has held it in 5 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Trace Wealth Advisors held 1,825 shares of Novartis worth $279K as of Q1 2026.
Trace Wealth Advisors left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.21% of Trace Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Trace Wealth Advisors first reported a position in Novartis in Q1 2025 and has held it in 5 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.