Wealthtrust Axiom LLC’s Novartis AG Position
Does Wealthtrust Axiom LLC own Novartis AG (NVSN)? Yes — 32.7K shares worth $5M (+1.23% of its 13F portfolio) as of Q1 2026, down from 32.9K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
32.7K
% of Portfolio
+1.23%
Quarters Held
30
currently held
Position History NVSN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 32.7K | $5M | +1.23% |
| Q4 2025 | 32.9K | $5M | +1.17% |
| Q3 2025 | 33.2K | $4M | +1.14% |
| Q2 2025 | 32.6K | $4M | +1.16% |
| Q1 2025 | 34.9K | $4M | +1.18% |
| Q4 2024 | 33.8K | $3M | +0.98% |
| Q3 2024 | 34.8K | $4M | +1.19% |
| Q2 2024 | 35.0K | $4M | +1.24% |
| Q1 2024 | 34.1K | $3M | +1.06% |
| Q4 2023 | 33.9K | $3M | +1.15% |
| Q3 2023 | 33.2K | $3M | +1.22% |
| Q2 2023 | 33.2K | $3M | +1.11% |
| Q1 2023 | 33.2K | $3M | +1.04% |
| Q4 2022 | 33.2K | $3M | +1.05% |
| Q3 2022 | 35.3K | $3M | +1.02% |
| Q2 2022 | 35.4K | $3M | +1.07% |
| Q1 2022 | 35.7K | $3M | +0.98% |
| Q4 2021 | 35.8K | $3M | +1.00% |
| Q3 2021 | 35.9K | $3M | +0.99% |
| Q2 2021 | 36.0K | $3M | +1.06% |
| Q1 2021 | 37.1K | $3M | +1.07% |
| Q4 2020 | 37.3K | $4M | +1.28% |
| Q3 2020 | 38.0K | $3M | +1.43% |
| Q2 2020 | 39.6K | $3M | +1.52% |
| Q1 2020 | 40.7K | $3M | +1.64% |
| Q4 2019 | 39.7K | $4M | +1.26% |
| Q3 2019 | 40.0K | $3M | +1.23% |
| Q2 2019 | 40.3K | $4M | +1.28% |
| Q1 2019 | 40.7K | $4M | +1.39% |
| Q4 2018 | 40.6K | $3M | +1.43% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthtrust Axiom LLC’s full portfolio or all institutional holders of NVSN.