SEC 13F Intelligence

Solutions 4 Wealth, Ltd / NVS

Solutions 4 Wealth, Ltd’s Novartis AG Position

Does Solutions 4 Wealth, Ltd own Novartis AG (NVS)? Yes — 10.7K shares worth $2M (+2.47% of its 13F portfolio) as of Q1 2026, down from 13.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
10.7K
% of Portfolio
+2.47%
Quarters Held
8
currently held

Position History NVS

Reported value by quarter
Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.7K$2M+2.47%
Q4 202513.2K$2M+2.75%
Q3 202513.2K$2M+2.63%
Q2 202513.2K$2M+2.67%
Q1 202513.2K$1M+2.60%
Q4 202413.8K$1M+2.43%
Q3 202413.8K$2M+3.11%
Q2 202414.9K$2M+3.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Solutions 4 Wealth, Ltd’s full portfolio or all institutional holders of NVS.