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Wealth Alliance’s Novartis NVS Stock Holding History

Wealth Alliance’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 		$496K Sell
3,248
-314
-9% -$48.1K 0.05% 297
2025
Q4 		$491K Sell
3,562
-61
-2% -$7.99K 0.05% 308
2025
Q3 		$465K Buy
3,623
+56
+2% +$6.83K 0.05% 318
2025
Q2 		$432K Sell
3,567
-9
-0.3% -$1.01K 0.05% 330
2025
Q1 		$399K Buy
3,576
+149
+4% +$15.9K 0.05% 327
2024
Q4 		$333K Sell
3,427
-94
-3% -$10K 0.04% 354
2024
Q3 		$405K Sell
3,521
-162
-4% -$18.4K 0.05% 323
2024
Q2 		$392K Buy
3,683
+191
+5% +$19.2K 0.05% 310
2024
Q1 		$338K Buy
3,492
+72
+2% +$7.38K 0.04% 367
2023
Q4 		$345K Sell
3,420
-177
-5% -$17.1K 0.05% 342
2023
Q3 		$366K Sell
3,597
-392
-10% -$39.8K 0.06% 297
2023
Q2 		$403K Sell
3,989
-112
-3% -$11.2K 0.06% 293
2023
Q1 		$377K Sell
4,101
-17
-0.4% -$1.49K 0.06% 299
2022
Q4 		$374K Sell
4,118
-224
-5% -$18.9K 0.07% 287
2022
Q3 		$330K Buy
4,342
+921
+27% +$76.3K 0.07% 299
2022
Q2 		$289K Buy
+3,421
New +$300K 0.06% 333
2021
Q4 		– Sell
-7,175
Closed -$586K – 456
2021
Q3 		$586K Buy
7,175
+253
+4% +$22.8K 0.13% 174
2021
Q2 		$632K Buy
6,922
+670
+11% +$59.7K 0.15% 158
2021
Q1 		$534K Sell
6,252
-4,489
-42% -$403K 0.15% 163
2020
Q4 		$1.01M Sell
10,741
-689
-6% -$60.2K 0.3% 74
2020
Q3 		$994K Sell
11,430
-1,572
-12% -$136K 0.36% 69
2020
Q2 		$1.14M Buy
13,002
+4,807
+59% +$415K 0.45% 54
2020
Q1 		$676K Buy
+8,195
New +$731K 0.36% 76

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

Wealth Alliance's NVS Position: Q1 2026 in Review

Wealth Alliance reduced its Novartis (NVS) stake by 8.8% in Q1 2026, selling an estimated $48.1K and leaving 3,248 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #297.

Wealth Alliance first reported a position in NVS in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q2 2020. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Wealth Alliance held 3,248 shares of Novartis worth $496K as of Q1 2026.
  • Wealth Alliance sold 314 Novartis shares in Q1 2026, an estimated $48.1K.
  • Novartis made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #297 holding.
  • Wealth Alliance first reported a position in Novartis in Q1 2020 and has held it in 23 quarters since.
  • Wealth Alliance's Novartis position peaked at $1.14M in Q2 2020.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.