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Williams Jones Wealth Management’s Novartis NVS Stock Holding History

Williams Jones 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 		$1.71M Buy
11,225
+117
+1% +$17.9K 0.02% 203
2025
Q4 		$1.53M Buy
11,108
+30
+0.3% +$3.93K 0.02% 218
2025
Q3 		$1.42M Hold
11,078
– – 0.02% 220
2025
Q2 		$1.34M Buy
11,078
+145
+1% +$16.3K 0.02% 225
2025
Q1 		$1.22M Hold
10,933
– – 0.02% 223
2024
Q4 		$1.06M Sell
10,933
-200
-2% -$21.3K 0.01% 250
2024
Q3 		$1.28M Sell
11,133
-154
-1% -$17.5K 0.02% 238
2024
Q2 		$1.2M Sell
11,287
-250
-2% -$25.1K 0.01% 239
2024
Q1 		$1.12M Sell
11,537
-530
-4% -$54.3K 0.01% 251
2023
Q4 		$1.22M Sell
12,067
-242
-2% -$23.4K 0.02% 239
2023
Q3 		$1.25M Buy
12,309
+51
+0.4% +$5.18K 0.02% 234
2023
Q2 		$1.24M Buy
12,258
+116
+1% +$11.6K 0.02% 234
2023
Q1 		$1.12M Sell
12,142
-227
-2% -$19.8K 0.02% 261
2022
Q4 		$1.12M Sell
12,369
-473
-4% -$39.8K 0.02% 252
2022
Q3 		$976K Buy
12,842
+73
+0.6% +$6.05K 0.02% 272
2022
Q2 		$1.08M Buy
12,769
+3,763
+42% +$330K 0.02% 261
2022
Q1 		$790K Buy
9,006
+1,979
+28% +$171K 0.01% 293
2021
Q4 		$615K Buy
7,027
+280
+4% +$23.2K 0.01% 303
2021
Q3 		$552K Sell
6,747
-43
-0.6% -$3.87K 0.01% 308
2021
Q2 		$620K Buy
6,790
+478
+8% +$42.6K 0.01% 296
2021
Q1 		$540K Sell
6,312
-500
-7% -$44.9K 0.01% 302
2020
Q4 		$643K Sell
6,812
-18
-0.3% -$1.57K 0.01% 261
2020
Q3 		$594K Sell
6,830
-125
-2% -$10.8K 0.01% 245
2020
Q2 		$607K Buy
6,955
+233
+3% +$20.1K 0.01% 239
2020
Q1 		$554K Buy
6,722
+423
+7% +$37.7K 0.01% 221
2019
Q4 		$596K Sell
6,299
-1,408
-18% -$126K 0.01% 256
2019
Q3 		$670K Buy
+7,707
New +$692K 0.01% 234

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

Williams Jones Wealth Management's NVS Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Novartis (NVS) stake by 1.1% in Q1 2026, buying an estimated $17.9K and bringing the position to 11,225 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #203.

Williams Jones Wealth Management first reported a position in NVS in Q3 2019 and has held it in 27 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Williams Jones Wealth Management held 11,225 shares of Novartis worth $1.71M as of Q1 2026.
  • Williams Jones Wealth Management bought 117 Novartis shares in Q1 2026, an estimated $17.9K.
  • Novartis made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Williams Jones Wealth Management first reported a position in Novartis in Q3 2019 and has held it in 27 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.