Altman Advisors’s Novartis NVS Stock Holding History

Altman 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	$2.29M	Sell	14,971 -2,141	-13%	-$328K	0.95%	37
2025 Q4	$2.36M	Sell	17,112 -24	-0.1%	-$3.14K	0.89%	42
2025 Q3	$2.2M	Buy	17,136 +136	+0.8%	+$16.6K	0.84%	50
2025 Q2	$2.09M	Buy	17,000 +547	+3%	+$61.7K	0.85%	52
2025 Q1	$1.87M	Buy	16,453 +509	+3%	+$54.2K	0.86%	53
2024 Q4	$1.55M	Buy	15,944 +288	+2%	+$30.7K	0.66%	69
2024 Q3	$1.8M	Buy	15,656 +90	+0.6%	+$10.2K	0.8%	58
2024 Q2	$1.66M	Buy	15,566 +50	+0.3%	+$5.02K	0.94%	46
2024 Q1	$1.49M	Buy	15,516 +582	+4%	+$59.7K	0.72%	67
2023 Q4	$1.51M	Buy	14,934 +217	+1%	+$20.9K	0.79%	57
2023 Q3	$1.5M	Buy	+14,717	New	+$1.49M	0.94%	33
2023 Q1	$1.35M	Buy	+14,709	New	+$1.28M	1.24%	28

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

Altman Advisors's NVS Position: Q1 2026 in Review

Altman Advisors reduced its Novartis (NVS) stake by 13% in Q1 2026, selling an estimated $328K and leaving 14,971 shares worth $2.29M. The position accounts for 0.95% of the portfolio, ranked #37.

Altman Advisors first reported a position in NVS in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.36M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Altman Advisors held 14,971 shares of Novartis worth $2.29M as of Q1 2026.
Altman Advisors sold 2,141 Novartis shares in Q1 2026, an estimated $328K.
Novartis made up 0.95% of Altman Advisors's portfolio in Q1 2026, its #37 holding.
Altman Advisors first reported a position in Novartis in Q1 2023 and has held it in 12 quarters since.
Altman Advisors's Novartis position peaked at $2.36M in Q4 2025.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.