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Westfuller Advisors’s Novartis NVS Stock Holding History

Westfuller Advisors’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 		$23.8K Sell
156
-1,472
-90% -$226K 0.01% 337
2025
Q4 		$224K Hold
1,628
– – 0.09% 141
2025
Q3 		$209K Buy
+1,628
New +$199K 0.09% 144

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

Westfuller Advisors's NVS Position: Q1 2026 in Review

Westfuller Advisors reduced its Novartis (NVS) stake by 90% in Q1 2026, selling an estimated $226K and leaving 156 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #337.

Westfuller Advisors first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. The position peaked at $224K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Westfuller Advisors held 156 shares of Novartis worth $23.8K as of Q1 2026.
  • Westfuller Advisors sold 1,472 Novartis shares in Q1 2026, an estimated $226K.
  • Novartis made up 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #337 holding.
  • Westfuller Advisors first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Novartis position peaked at $224K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.