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Wealthspire Advisors (New York)’s Novartis NVS Stock Holding History

Wealthspire Advisors (New York)’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 		$922K Sell
6,035
-221
-4% -$33.9K 0.01% 420
2025
Q4 		$862K Buy
6,256
+2,721
+77% +$356K 0.01% 463
2025
Q3 		$453K Sell
3,535
-1,017
-22% -$124K ﹤0.01% 563
2025
Q2 		$551K Buy
4,552
+423
+10% +$47.7K ﹤0.01% 515
2025
Q1 		$460K Buy
4,129
+1,319
+47% +$140K ﹤0.01% 531
2024
Q4 		$273K Sell
2,810
-440
-14% -$46.9K ﹤0.01% 664
2024
Q3 		$374K Buy
3,250
+132
+4% +$15K ﹤0.01% 567
2024
Q2 		$332K Sell
3,118
-27
-0.9% -$2.71K ﹤0.01% 518
2024
Q1 		$305K Sell
3,145
-87
-3% -$8.92K ﹤0.01% 517
2023
Q4 		$326K Buy
3,232
+30
+0.9% +$2.9K ﹤0.01% 505
2023
Q3 		$326K Buy
3,202
+766
+31% +$77.8K 0.01% 468
2023
Q2 		$246K Sell
2,436
-375
-13% -$37.5K ﹤0.01% 484
2023
Q1 		$259K Sell
2,811
-2,382
-46% -$208K ﹤0.01% 464
2022
Q4 		$471K Buy
5,193
+1,419
+38% +$120K 0.01% 374
2022
Q3 		$287K Buy
3,774
+628
+20% +$52.1K 0.01% 421
2022
Q2 		$266K Buy
3,146
+596
+23% +$52.3K 0.01% 424
2022
Q1 		$224K Sell
2,550
-2,498
-49% -$216K 0.01% 399
2021
Q4 		$442K Sell
5,048
-3,602
-42% -$299K 0.01% 345
2021
Q3 		$707K Buy
+8,650
New +$778K 0.01% 297
2021
Q2 		– Sell
-4,982
Closed -$426K – 570
2021
Q1 		$426K Sell
4,982
-231
-4% -$20.7K 0.01% 435
2020
Q4 		$492K Buy
5,213
+2,435
+88% +$213K 0.01% 312
2020
Q3 		$242K Sell
2,778
-50
-2% -$4.33K 0.01% 264
2020
Q2 		$247K Sell
2,828
-13,192
-82% -$1.14M 0.02% 231
2020
Q1 		$1.32M Buy
16,020
+13,351
+500% +$1.19M 0.06% 164
2019
Q4 		$253K Buy
+2,669
New +$239K 0.02% 174
2019
Q1 		– Sell
-1,261
Closed -$97K – 562
2018
Q4 		$97K Buy
+1,261
New +$98.2K 0.01% 114

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Wealthspire Advisors (New York)'s NVS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Novartis (NVS) stake by 3.5% in Q1 2026, selling an estimated $33.9K and leaving 6,035 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #420.

Wealthspire Advisors (New York) first reported a position in NVS in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.32M in Q1 2020. 1,594 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,035 shares of Novartis worth $922K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 221 Novartis shares in Q1 2026, an estimated $33.9K.
  • Novartis made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #420 holding.
  • Wealthspire Advisors (New York) first reported a position in Novartis in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s Novartis position peaked at $1.32M in Q1 2020.
  • 1,594 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.