Wells Fargo’s Novartis NVS Stock Holding History

Wells Fargo’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
2022 Q2	–	Sell	-300	Closed	-$26K	–	7279
2022 Q1	$26K	Buy	+300	New	+$26K	﹤0.01%	5927
2019 Q2	–	Sell	-11,160	Closed	-$1K	–	6537
2019 Q1	$1K	Sell	11,160 -59,706	-84%	-$4.79M	﹤0.01%	5947
2018 Q4	$510K	Buy	70,866 +61,380	+647%	+$4.78M	﹤0.01%	4326
2018 Q3	$4K	Buy	+9,486	New	+$701K	﹤0.01%	6146
2018 Q2	–	Sell	-9,486	Closed	-$18K	–	6490
2018 Q1	$18K	Sell	9,486 -7,142	-43%	-$544K	﹤0.01%	5828
2017 Q4	$1K	Buy	+16,628	New	+$1.25M	﹤0.01%	6261

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo's NVS Position: Q1 2026 in Review

Wells Fargo increased its Novartis (NVS) stake by 2.9% in Q1 2026, buying an estimated $8.22M and bringing the position to 1,895,677 shares worth $290M. The position accounts for 0.05% of the portfolio, ranked #287.

Wells Fargo first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $760M in Q2 2015. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Wells Fargo held 1,895,677 shares of Novartis worth $290M as of Q1 2026.
Wells Fargo bought 53,634 Novartis shares in Q1 2026, an estimated $8.22M.
Novartis made up 0.05% of Wells Fargo's portfolio in Q1 2026, its #287 holding.
Wells Fargo first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Novartis position peaked at $760M in Q2 2015.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.