Western Wealth Management’s Novartis NVS Stock Holding History

Western Wealth Management’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	$457K	Buy	2,989 +105	+4%	+$16.1K	0.02%	667
2025 Q4	$398K	Buy	2,884 +867	+43%	+$114K	0.02%	579
2025 Q3	$259K	Buy	2,017 +52	+3%	+$6.34K	0.01%	644
2025 Q2	$238K	Buy	1,965 +30	+2%	+$3.38K	0.01%	631
2025 Q1	$216K	Buy	+1,935	New	+$206K	0.01%	630
2022 Q4	–	Sell	-3,229	Closed	-$244K	–	742
2022 Q3	$244K	Hold	3,229	–	–	0.01%	697
2022 Q2	$274K	Sell	3,229 -469	-13%	-$41.1K	0.02%	641
2022 Q1	$324K	Buy	+3,698	New	+$320K	0.02%	651
2021 Q2	$228K	Buy	+2,493	New	+$222K	0.02%	567
2019 Q3	–	Sell	-5,076	Closed	-$461K	–	413
2019 Q2	$461K	Sell	5,076 -465	-8%	-$39.4K	0.06%	238
2019 Q1	$475K	Buy	5,541 +946	+21%	+$75.9K	0.11%	214
2018 Q4	$352K	Buy	+4,595	New	+$358K	0.09%	222

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

Western Wealth Management's NVS Position: Q1 2026 in Review

Western Wealth Management increased its Novartis (NVS) stake by 3.6% in Q1 2026, buying an estimated $16.1K and bringing the position to 2,989 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #667.

Western Wealth Management first reported a position in NVS in Q4 2018 and has held it in 12 quarters since. The position peaked at $475K in Q1 2019. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Western Wealth Management held 2,989 shares of Novartis worth $457K as of Q1 2026.
Western Wealth Management bought 105 Novartis shares in Q1 2026, an estimated $16.1K.
Novartis made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #667 holding.
Western Wealth Management first reported a position in Novartis in Q4 2018 and has held it in 12 quarters since.
Western Wealth Management's Novartis position peaked at $475K in Q1 2019.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.