Twin City Private Wealth’s Novartis NVS Stock Holding History

Twin City Private 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	$845K	Sell	5,533 -1,670	-23%	-$256K	0.64%	59
2025 Q4	$993K	Sell	7,203 -133	-2%	-$17.4K	0.75%	51
2025 Q3	$941K	Sell	7,336 -46	-0.6%	-$5.61K	0.73%	50
2025 Q2	$893K	Buy	7,382 +281	+4%	+$31.7K	0.73%	55
2025 Q1	$820K	Sell	7,101 -483	-6%	-$51.4K	0.72%	55
2024 Q4	$738K	Buy	7,584 +400	+6%	+$42.7K	0.65%	60
2024 Q3	$826K	Sell	7,184 -523	-7%	-$59.3K	0.72%	55
2024 Q2	$820K	Buy	7,707 +764	+11%	+$76.7K	0.78%	51
2024 Q1	$695K	Buy	+6,943	New	+$712K	0.68%	55

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Twin City Private Wealth's NVS Position: Q1 2026 in Review

Twin City Private Wealth reduced its Novartis (NVS) stake by 23% in Q1 2026, selling an estimated $256K and leaving 5,533 shares worth $845K. The position accounts for 0.64% of the portfolio, ranked #59.

Twin City Private Wealth first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. The position peaked at $993K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Twin City Private Wealth held 5,533 shares of Novartis worth $845K as of Q1 2026.
Twin City Private Wealth sold 1,670 Novartis shares in Q1 2026, an estimated $256K.
Novartis made up 0.64% of Twin City Private Wealth's portfolio in Q1 2026, its #59 holding.
Twin City Private Wealth first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Novartis position peaked at $993K in Q4 2025.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.