Trask Adam Roland’s Novartis NVS Stock Holding History

Trask Adam Roland’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	$30.6K	Buy	+200	New	+$30.7K	0.03%	126

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Trask Adam Roland's NVS Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Novartis (NVS) in Q1 2026: 200 shares worth $30.6K. The stake represents 0.03% of the portfolio and ranks #126 among its holdings.

1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Trask Adam Roland held 200 shares of Novartis worth $30.6K as of Q1 2026.
Novartis was a new Trask Adam Roland position in Q1 2026.
Novartis made up 0.03% of Trask Adam Roland's portfolio in Q1 2026, its #126 holding.
1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.