Vision Retirement’s Novartis NVS Stock Holding History

Vision Retirement’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	-52	Closed	-$7.17K	–	670
2025 Q4	$7.17K	Buy	+52	New	+$6.81K	﹤0.01%	443

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vision Retirement's NVS Position: Q1 2026 in Review

Vision Retirement sold out of Novartis (NVS) in Q1 2026, closing a stake of 52 shares — an estimated $7.17K sold.

Vision Retirement first reported a position in NVS in Q4 2025 and held it in 1 quarter. The position peaked at $7.17K in Q4 2025. 1,598 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Vision Retirement reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Vision Retirement sold 52 Novartis shares in Q1 2026, an estimated $7.17K.
Vision Retirement first reported a position in Novartis in Q4 2025 and held it in 1 quarter.
Vision Retirement's Novartis position peaked at $7.17K in Q4 2025.
1,598 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Vision Retirement's 13F filing for Q1 2026, filed 7 May 2026.