AIMZ Investment Advisors’s Novartis NVS Stock Holding History

AIMZ Investment Advisors’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	$2.04M	Buy	13,334 +6	+0%	+$920	0.63%	53
2025 Q4	$1.84M	Hold	13,328	–	–	0.53%	58
2025 Q3	$1.71M	Hold	13,328	–	–	0.54%	59
2025 Q2	$1.61M	Sell	13,328 -24	-0.2%	-$2.71K	0.54%	60
2025 Q1	$1.49M	Buy	13,352 +64	+0.5%	+$6.81K	0.52%	64
2024 Q4	$1.29M	Sell	13,288 -100	-0.7%	-$10.7K	0.45%	64
2024 Q3	$1.54M	Sell	13,388 -100	-0.7%	-$11.3K	0.53%	58
2024 Q2	$1.44M	Buy	13,488 +10	+0.1%	+$1K	0.51%	59
2024 Q1	$1.3M	Sell	13,478 -50	-0.4%	-$5.13K	0.49%	60
2023 Q4	$1.37M	Sell	13,528 -200	-1%	-$19.3K	0.55%	57
2023 Q3	$1.4M	Hold	13,728	–	–	0.62%	53
2023 Q2	$1.39M	Sell	13,728 -200	-1%	-$20K	0.6%	55
2023 Q1	$1.28M	Sell	13,928 -42	-0.3%	-$3.67K	0.57%	58
2022 Q4	$1.27M	Sell	13,970 -100	-0.7%	-$8.42K	0.6%	55
2022 Q3	$1.07M	Sell	14,070 -100	-0.7%	-$8.29K	0.54%	58
2022 Q2	$1.2M	Hold	14,170	–	–	0.57%	56
2022 Q1	$1.24M	Sell	14,170 -276	-2%	-$23.9K	0.51%	63
2021 Q4	$1.26M	Buy	14,446 +200	+1%	+$16.6K	0.49%	63
2021 Q3	$1.17M	Hold	14,246	–	–	0.53%	63
2021 Q2	$1.3M	Hold	14,246	–	–	0.58%	57
2021 Q1	$1.22M	Buy	14,246 +7	+0%	+$628	0.6%	55
2020 Q4	$1.34M	Hold	14,239	–	–	0.7%	45
2020 Q3	$1.24M	Sell	14,239 -50	-0.3%	-$4.33K	0.74%	45
2020 Q2	$1.25M	Hold	14,289	–	–	0.81%	42
2020 Q1	$1.18M	Sell	14,289 -68	-0.5%	-$6.07K	0.92%	39
2019 Q4	$1.36M	Sell	14,357 -200	-1%	-$17.9K	0.88%	44
2019 Q3	$1.26M	Sell	14,557 -225	-2%	-$20.2K	0.87%	45
2019 Q2	$1.35M	Sell	14,782 -1,715	-10%	-$145K	0.93%	39
2019 Q1	$1.42M	Sell	16,497 -106	-0.6%	-$8.51K	0.98%	41
2018 Q4	$1.28M	Sell	16,603 -223	-1%	-$17.4K	0.99%	40
2018 Q3	$1.3M	Sell	16,826 -112	-0.7%	-$8.28K	0.84%	47
2018 Q2	$1.15M	Buy	16,938 +61	+0.4%	+$4.21K	0.81%	50
2018 Q1	$1.22M	Sell	16,877 -56	-0.3%	-$4.26K	0.89%	46
2017 Q4	$1.27M	Sell	16,933 -56	-0.3%	-$4.22K	0.96%	43
2017 Q3	$1.31M	Hold	16,989	–	–	1.07%	38
2017 Q2	$1.27M	Sell	16,989 -47	-0.3%	-$3.33K	1.07%	37
2017 Q1	$1.13M	Hold	17,036	–	–	0.96%	42
2016 Q4	$1.11M	Hold	17,036	–	–	0.99%	40
2016 Q3	$1.21M	Hold	17,036	–	–	1.08%	37
2016 Q2	$1.26M	Sell	17,036 -18,130	-52%	-$1.25M	1.16%	34
2016 Q1	$2.7M	Buy	35,166 +17,636	+101%	+$1.2M	1.19%	27
2015 Q4	$1.35M	Sell	17,530 -112	-0.6%	-$8.9K	1.23%	31
2015 Q3	$1.45M	Hold	17,642	–	–	1.33%	27
2015 Q2	$1.55M	Sell	17,642 -106	-0.6%	-$9.72K	1.35%	26
2015 Q1	$1.57M	Buy	17,748 +20	+0.1%	+$1.77K	1.34%	25
2014 Q4	$1.47M	Buy	+17,728	New	+$1.47M	1.31%	26

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

AIMZ Investment Advisors's NVS Position: Q1 2026 in Review

AIMZ Investment Advisors increased its Novartis (NVS) stake by 0.05% in Q1 2026, buying an estimated $920 and bringing the position to 13,334 shares worth $2.04M. The position accounts for 0.63% of the portfolio, ranked #53.

AIMZ Investment Advisors first reported a position in NVS in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.7M in Q1 2016. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

AIMZ Investment Advisors held 13,334 shares of Novartis worth $2.04M as of Q1 2026.
AIMZ Investment Advisors bought 6 Novartis shares in Q1 2026, an estimated $920.
Novartis made up 0.63% of AIMZ Investment Advisors's portfolio in Q1 2026, its #53 holding.
AIMZ Investment Advisors first reported a position in Novartis in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's Novartis position peaked at $2.7M in Q1 2016.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.