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ViaWealth’s Novartis NVS Stock Holding History

ViaWealth’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 		$351K Hold
2,301
– – 0.2% 125
2025
Q4 		$317K Sell
2,301
-395
-15% -$51.7K 0.18% 122
2025
Q3 		$346K Sell
2,696
-267
-9% -$32.6K 0.19% 125
2025
Q2 		$359K Sell
2,963
-166
-5% -$18.7K 0.21% 124
2025
Q1 		$349K Hold
3,129
– – 0.22% 121
2024
Q4 		$304K Sell
3,129
-74
-2% -$7.89K 0.18% 124
2024
Q3 		$368K Hold
3,203
– – 0.21% 123
2024
Q2 		$341K Buy
3,203
+185
+6% +$18.6K 0.21% 125
2024
Q1 		$292K Hold
3,018
– – 0.18% 132
2023
Q4 		$305K Hold
3,018
– – 0.21% 131
2023
Q3 		$307K Hold
3,018
– – 0.23% 130
2023
Q2 		$305K Hold
3,018
– – 0.23% 125
2023
Q1 		$278K Hold
3,018
– – 0.22% 130
2022
Q4 		$271K Buy
+3,018
New +$254K 0.22% 131

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

ViaWealth's NVS Position: Q1 2026 in Review

ViaWealth held its Novartis (NVS) position steady in Q1 2026 at 2,301 shares worth $351K. The position accounts for 0.2% of the portfolio, ranked #125.

ViaWealth first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. The position peaked at $368K in Q3 2024. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • ViaWealth held 2,301 shares of Novartis worth $351K as of Q1 2026.
  • ViaWealth left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.2% of ViaWealth's portfolio in Q1 2026, its #125 holding.
  • ViaWealth first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
  • ViaWealth's Novartis position peaked at $368K in Q3 2024.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.