Turtle Creek Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Turtle Creek Wealth Advisors's NVS Position: Q1 2026 in Review
Turtle Creek Wealth Advisors increased its Novartis (NVS) stake by 44% in Q1 2026, buying an estimated $175K and bringing the position to 3,733 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #211.
Turtle Creek Wealth Advisors first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Turtle Creek Wealth Advisors held 3,733 shares of Novartis worth $570K as of Q1 2026.
- Turtle Creek Wealth Advisors bought 1,144 Novartis shares in Q1 2026, an estimated $175K.
- Novartis made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #211 holding.
- Turtle Creek Wealth Advisors first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.