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Wealth Dimensions Group’s Novartis NVS Stock Holding History

Wealth Dimensions Group’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 		$337K Buy
2,204
+2
+0.1% +$307 0.07% 132
2025
Q4 		$304K Sell
2,202
-38
-2% -$4.98K 0.06% 131
2025
Q3 		$287K Hold
2,240
– – 0.06% 137
2025
Q2 		$271K Buy
2,240
+2
+0.1% +$225 0.06% 139
2025
Q1 		$250K Hold
2,238
– – 0.06% 142
2024
Q4 		$218K Buy
2,238
+7
+0.3% +$746 0.05% 146
2024
Q3 		$257K Buy
2,231
+69
+3% +$7.83K 0.07% 125
2024
Q2 		$230K Sell
2,162
-25
-1% -$2.51K 0.07% 130
2024
Q1 		$212K Hold
2,187
– – 0.06% 136
2023
Q4 		$221K Sell
2,187
-120
-5% -$11.6K 0.07% 125
2023
Q3 		$235K Buy
2,307
+45
+2% +$4.57K 0.09% 117
2023
Q2 		$228K Sell
2,262
-19
-0.8% -$1.9K 0.08% 123
2023
Q1 		$210K Hold
2,281
– – 0.08% 127
2022
Q4 		$207K Buy
+2,281
New +$192K 0.08% 123
2021
Q1 		– Sell
-2,118
Closed -$200K – 120
2020
Q4 		$200K Buy
+2,118
New +$185K 0.17% 108

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 Dimensions Group's NVS Position: Q1 2026 in Review

Wealth Dimensions Group increased its Novartis (NVS) stake by 0.09% in Q1 2026, buying an estimated $307 and bringing the position to 2,204 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #132.

Wealth Dimensions Group first reported a position in NVS in Q4 2020 and has held it in 15 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Wealth Dimensions Group held 2,204 shares of Novartis worth $337K as of Q1 2026.
  • Wealth Dimensions Group bought 2 Novartis shares in Q1 2026, an estimated $307.
  • Novartis made up 0.07% of Wealth Dimensions Group's portfolio in Q1 2026, its #132 holding.
  • Wealth Dimensions Group first reported a position in Novartis in Q4 2020 and has held it in 15 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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