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Turning Point Benefit Group’s Novartis NVS Stock Holding History

Turning Point Benefit Group’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 		– Sell
-4
Closed -$551 – 561
2025
Q4 		$551 Hold
4
– – ﹤0.01% 628
2025
Q3 		$526 Buy
+4
New +$488 ﹤0.01% 486

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 $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Turning Point Benefit Group's NVS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Novartis (NVS) in Q1 2026, closing a stake of 4 shares — an estimated $551 sold.

Turning Point Benefit Group first reported a position in NVS in Q3 2025 and held it in 2 quarters. The position peaked at $551 in Q4 2025. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 4 Novartis shares in Q1 2026, an estimated $551.
  • Turning Point Benefit Group first reported a position in Novartis in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Novartis position peaked at $551 in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.