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WCG Wealth Advisors’s Novartis NVS Stock Holding History

WCG Wealth Advisors’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 		$5.95M Buy
38,960
+1,255
+3% +$192K 0.17% 135
2025
Q4 		$5.2M Buy
37,705
+21,202
+128% +$2.78M 0.15% 144
2025
Q3 		$2.12M Sell
16,503
-2,104
-11% -$257K 0.13% 150
2025
Q2 		$2.25M Buy
18,607
+174
+0.9% +$19.6K 0.15% 148
2025
Q1 		$2.05M Sell
18,433
-1,931
-9% -$206K 0.16% 139
2024
Q4 		$1.98M Buy
20,364
+1,091
+6% +$116K 0.13% 149
2024
Q3 		$2.22M Sell
19,273
-115
-0.6% -$13K 0.15% 148
2024
Q2 		$2.06M Buy
19,388
+267
+1% +$26.8K 0.15% 135
2024
Q1 		$1.85M Sell
19,121
-8,250
-30% -$846K 0.15% 130
2023
Q4 		$2.76M Sell
27,371
-6,452
-19% -$623K 0.2% 102
2023
Q3 		$3.48M Buy
33,823
+3,807
+13% +$386K 0.26% 90
2023
Q2 		$3.03M Buy
30,016
+3,489
+13% +$349K 0.35% 63
2023
Q1 		$2.44M Buy
26,527
+1,877
+8% +$164K 0.31% 68
2022
Q4 		$2.24M Buy
24,650
+2,917
+13% +$246K 0.31% 69
2022
Q3 		$1.82M Sell
21,733
-1,272
-6% -$105K 0.24% 82
2022
Q2 		$1.95M Buy
+23,005
New +$2.02M 0.27% 73

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

WCG Wealth Advisors's NVS Position: Q1 2026 in Review

WCG Wealth Advisors increased its Novartis (NVS) stake by 3.3% in Q1 2026, buying an estimated $192K and bringing the position to 38,960 shares worth $5.95M. The position accounts for 0.17% of the portfolio, ranked #135.

WCG Wealth Advisors first reported a position in NVS in Q2 2022 and has held it in 16 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • WCG Wealth Advisors held 38,960 shares of Novartis worth $5.95M as of Q1 2026.
  • WCG Wealth Advisors bought 1,255 Novartis shares in Q1 2026, an estimated $192K.
  • Novartis made up 0.17% of WCG Wealth Advisors's portfolio in Q1 2026, its #135 holding.
  • WCG Wealth Advisors first reported a position in Novartis in Q2 2022 and has held it in 16 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.