Acorn Creek Capital’s Novartis NVS Stock Holding History

Acorn Creek Capital’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	$584K	Buy	3,820 +93	+2%	+$14.3K	0.21%	31
2025 Q4	$514K	Buy	3,727 +45	+1%	+$5.89K	0.18%	32
2025 Q3	$472K	Buy	3,682 +47	+1%	+$5.74K	0.18%	37
2025 Q2	$440K	Buy	3,635 +124	+4%	+$14K	0.18%	35
2025 Q1	$391K	Buy	3,511 +143	+4%	+$15.2K	0.2%	40
2024 Q4	$328K	Sell	3,368 -20	-0.6%	-$2.13K	0.17%	48
2024 Q3	$390K	Buy	3,388 +77	+2%	+$8.74K	0.21%	39
2024 Q2	$352K	Buy	3,311 +305	+10%	+$30.6K	0.21%	40
2024 Q1	$291K	Sell	3,006 -80	-3%	-$8.2K	0.18%	47
2023 Q4	$312K	Buy	+3,086	New	+$298K	0.14%	52

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

Acorn Creek Capital's NVS Position: Q1 2026 in Review

Acorn Creek Capital increased its Novartis (NVS) stake by 2.5% in Q1 2026, buying an estimated $14.3K and bringing the position to 3,820 shares worth $584K. The position accounts for 0.21% of the portfolio, ranked #31.

Acorn Creek Capital first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Acorn Creek Capital held 3,820 shares of Novartis worth $584K as of Q1 2026.
Acorn Creek Capital bought 93 Novartis shares in Q1 2026, an estimated $14.3K.
Novartis made up 0.21% of Acorn Creek Capital's portfolio in Q1 2026, its #31 holding.
Acorn Creek Capital first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Acorn Creek Capital's 13F filing for Q1 2026, filed 12 May 2026.