Willis Johnson & Associates’s Novartis NVS Stock Holding History

Willis Johnson & Associates’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	$207K	Buy	+1,353	New	+$207K	0.01%	183

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

Willis Johnson & Associates's NVS Position: Q1 2026 in Review

Willis Johnson & Associates opened a new position in Novartis (NVS) in Q1 2026: 1,353 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings.

1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Willis Johnson & Associates held 1,353 shares of Novartis worth $207K as of Q1 2026.
Novartis was a new Willis Johnson & Associates position in Q1 2026.
Novartis made up 0.01% of Willis Johnson & Associates's portfolio in Q1 2026, its #183 holding.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.