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WealthCollab’s Novartis NVS Stock Holding History

WealthCollab’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 		$106K Hold
692
– – 0.04% 118
2025
Q4 		$95.4K Buy
692
+25
+4% +$3.27K 0.04% 132
2025
Q3 		$85.5K Buy
667
+30
+5% +$3.66K 0.04% 133
2025
Q2 		$77.1K Buy
637
+50
+9% +$5.64K 0.04% 133
2025
Q1 		$65.4K Buy
587
+20
+4% +$2.13K 0.04% 137
2024
Q4 		$55.2K Buy
567
+18
+3% +$1.92K 0.04% 155
2024
Q3 		$63.1K Sell
549
-83
-13% -$9.42K 0.04% 143
2024
Q2 		$67.3K Hold
632
– – 0.05% 129
2024
Q1 		$61.1K Sell
632
-25
-4% -$2.56K 0.05% 139
2023
Q4 		$66.3K Buy
+657
New +$63.4K 0.05% 115

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

WealthCollab's NVS Position: Q1 2026 in Review

WealthCollab held its Novartis (NVS) position steady in Q1 2026 at 692 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #118.

WealthCollab first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • WealthCollab held 692 shares of Novartis worth $106K as of Q1 2026.
  • WealthCollab left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.04% of WealthCollab's portfolio in Q1 2026, its #118 holding.
  • WealthCollab first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.