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Tred Avon Family Wealth’s Novartis NVS Stock Holding History

Tred Avon Family 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 		$619K Sell
4,051
-137
-3% -$21K 0.21% 149
2025
Q4 		$577K Buy
4,188
+680
+19% +$89K 0.19% 146
2025
Q3 		$450K Buy
+3,508
New +$428K 0.15% 157

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Tred Avon Family Wealth's NVS Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Novartis (NVS) stake by 3.3% in Q1 2026, selling an estimated $21K and leaving 4,051 shares worth $619K. The position accounts for 0.21% of the portfolio, ranked #149.

Tred Avon Family Wealth first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Tred Avon Family Wealth held 4,051 shares of Novartis worth $619K as of Q1 2026.
  • Tred Avon Family Wealth sold 137 Novartis shares in Q1 2026, an estimated $21K.
  • Novartis made up 0.21% of Tred Avon Family Wealth's portfolio in Q1 2026, its #149 holding.
  • Tred Avon Family Wealth first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.