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NVS
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Position history for NewEdge Wealth, LLC's holdings in NOVARTIS AG

NewEdge Wealth, LLC holds 546,505 shares of NVS (NOVARTIS AG), worth $83.5M as of 2026-Q1. The position was increased (+8.2% shares). NVS represents 1.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$83.5M

Current Shares

546,505

Total Value Change

+$44.7M

Total Shares Change

+182,445

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
546,505
+8.2%
$83.5M1.0%$164.18
45
2025-Q4
Increased
505,339
+3.9%
$69.7M0.8%$138.72
43
2025-Q3
Increased
486,464
+4.4%
$61.1M0.9%$124.10
43
2025-Q2
Increased
465,916
+7.9%
$54M0.8%$120.01
45
2025-Q1
Increased
431,838
+1.7%
$48.1M0.9%$112.57
42
2024-Q4
Increased
424,648
+8.3%
$41.3M0.7%$93.84
45
2024-Q3
Increased
392,250
+7.7%
$45.1M0.8%$111.46
44
2024-Q2
Increased
364,060
+2.5%
$38.8M0.8%$102.64
42

Other major holders of NVS: DODGE & COX

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