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Wayfinding Financial’s Novartis NVS Stock Holding History

Wayfinding Financial’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 		$309K Buy
2,025
+199
+11% +$30.5K 0.13% 104
2025
Q4 		$251K Buy
1,826
+4
+0.2% +$524 0.11% 123
2025
Q3 		$233K Buy
1,822
+16
+0.9% +$1.95K 0.1% 136
2025
Q2 		$212K Sell
1,806
-82
-4% -$9.24K 0.09% 137
2025
Q1 		$210K Buy
+1,888
New +$201K 0.09% 136

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

Wayfinding Financial's NVS Position: Q1 2026 in Review

Wayfinding Financial increased its Novartis (NVS) stake by 11% in Q1 2026, buying an estimated $30.5K and bringing the position to 2,025 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #104.

Wayfinding Financial first reported a position in NVS in Q1 2025 and has held it in 5 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Wayfinding Financial held 2,025 shares of Novartis worth $309K as of Q1 2026.
  • Wayfinding Financial bought 199 Novartis shares in Q1 2026, an estimated $30.5K.
  • Novartis made up 0.13% of Wayfinding Financial's portfolio in Q1 2026, its #104 holding.
  • Wayfinding Financial first reported a position in Novartis in Q1 2025 and has held it in 5 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.