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Triad Wealth Partners’s Novartis NVS Stock Holding History

Triad Wealth Partners’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 		$273K Buy
+1,789
New +$274K 0.02% 411
2024
Q3 		– Sell
-1,014
Closed -$108K – 615
2024
Q2 		$108K Buy
+1,014
New +$102K 0.06% 147

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

Triad Wealth Partners's NVS Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in Novartis (NVS) in Q1 2026: 1,789 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in NVS as recently as Q2 2024.

Triad Wealth Partners first reported a position in NVS in Q2 2024 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Triad Wealth Partners held 1,789 shares of Novartis worth $273K as of Q1 2026.
  • Novartis was a new Triad Wealth Partners position in Q1 2026.
  • Novartis made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #411 holding.
  • Triad Wealth Partners first reported a position in Novartis in Q2 2024 and has held it in 2 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.