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Tranquilli Financial Advisor’s Novartis NVS Stock Holding History

Tranquilli Financial Advisor’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 		$473K Sell
3,094
-1,137
-27% -$174K 0.28% 77
2025
Q4 		$583K Sell
4,231
-70
-2% -$9.17K 0.34% 67
2025
Q3 		$552K Sell
4,301
-92
-2% -$11.2K 0.33% 73
2025
Q2 		$532K Sell
4,393
-45
-1% -$5.07K 0.33% 72
2025
Q1 		$495K Buy
4,438
+103
+2% +$11K 0.31% 64
2024
Q4 		$422K Sell
4,335
-19
-0.4% -$2.03K 0.27% 72
2024
Q3 		$501K Sell
4,354
-28
-0.6% -$3.18K 0.31% 67
2024
Q2 		$467K Sell
4,382
-10
-0.2% -$1K 0.31% 68
2024
Q1 		$425K Sell
4,392
-328
-7% -$33.6K 0.28% 74
2023
Q4 		$477K Sell
4,720
-292
-6% -$28.2K 0.34% 59
2023
Q3 		$511K Buy
5,012
+372
+8% +$37.8K 0.37% 51
2023
Q2 		$468K Buy
4,640
+19
+0.4% +$1.9K 0.33% 57
2023
Q1 		$425K Buy
4,621
+330
+8% +$28.8K 0.32% 57
2022
Q4 		$389K Buy
4,291
+990
+30% +$83.4K 0.3% 57
2022
Q3 		$251K Buy
+3,301
New +$274K 0.2% 64
2022
Q2 		– Sell
-2,333
Closed -$205K – 73
2022
Q1 		$205K Sell
2,333
-33
-1% -$2.86K 0.15% 79
2021
Q4 		$207K Sell
2,366
-123
-5% -$10.2K 0.14% 78
2021
Q3 		$204K Buy
2,489
+67
+3% +$6.03K 0.15% 74
2021
Q2 		$221K Sell
2,422
-14
-0.6% -$1.25K 0.17% 76
2021
Q1 		$208K Sell
2,436
-158
-6% -$14.2K 0.17% 72
2020
Q4 		$245K Buy
+2,594
New +$227K 0.22% 62

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

Tranquilli Financial Advisor's NVS Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Novartis (NVS) stake by 27% in Q1 2026, selling an estimated $174K and leaving 3,094 shares worth $473K. The position accounts for 0.28% of the portfolio, ranked #77.

Tranquilli Financial Advisor first reported a position in NVS in Q4 2020 and has held it in 21 quarters since. The position peaked at $583K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Tranquilli Financial Advisor held 3,094 shares of Novartis worth $473K as of Q1 2026.
  • Tranquilli Financial Advisor sold 1,137 Novartis shares in Q1 2026, an estimated $174K.
  • Novartis made up 0.28% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #77 holding.
  • Tranquilli Financial Advisor first reported a position in Novartis in Q4 2020 and has held it in 21 quarters since.
  • Tranquilli Financial Advisor's Novartis position peaked at $583K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.