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
Other major holders of NVS: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 546,505 |
+8.2% |
| $83.5M |
| 1.0% |
| $164.18 |
45 |
| 2025-Q4 | Increased | 505,339 | +3.9% | $69.7M | 0.8% | $138.72 | 43 |
| 2025-Q3 | Increased | 486,464 | +4.4% | $61.1M | 0.9% | $124.10 | 43 |
| 2025-Q2 | Increased | 465,916 | +7.9% | $54M | 0.8% | $120.01 | 45 |
| 2025-Q1 | Increased | 431,838 | +1.7% | $48.1M | 0.9% | $112.57 | 42 |
| 2024-Q4 | Increased | 424,648 | +8.3% | $41.3M | 0.7% | $93.84 | 45 |
| 2024-Q3 | Increased | 392,250 | +7.7% | $45.1M | 0.8% | $111.46 | 44 |
| 2024-Q2 | Increased | 364,060 | +2.5% | $38.8M | 0.8% | $102.64 | 42 |