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Altrius Capital Management’s Novartis NVS Stock Holding History

Altrius Capital Management’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 		$10.8M Sell
70,631
-4,292
-6% -$658K 2.15% 6
2025
Q4 		$10.3M Buy
74,923
+494
+0.7% +$64.7K 2.19% 4
2025
Q3 		$9.54M Sell
74,429
-4,480
-6% -$547K 2.18% 6
2025
Q2 		$9.55M Sell
78,909
-703
-0.9% -$79.2K 2.23% 5
2025
Q1 		$8.88M Buy
79,612
+1,829
+2% +$195K 2.16% 7
2024
Q4 		$7.57M Buy
77,783
+3,345
+4% +$357K 2.03% 9
2024
Q3 		$8.56M Sell
74,438
-3,622
-5% -$411K 2.15% 8
2024
Q2 		$8.31M Buy
78,060
+1,339
+2% +$134K 2.19% 5
2024
Q1 		$7.42M Buy
76,721
+6,913
+10% +$709K 1.87% 17
2023
Q4 		$7.05M Sell
69,808
-220
-0.3% -$21.2K 1.96% 10
2023
Q3 		$7.13M Sell
70,028
-506
-0.7% -$51.4K 2.12% 8
2023
Q2 		$7.12M Sell
70,534
-728
-1% -$72.8K 2.11% 9
2023
Q1 		$6.56M Buy
71,262
+3,978
+6% +$347K 2% 16
2022
Q4 		$6.1M Buy
67,284
+2,147
+3% +$181K 1.92% 12
2022
Q3 		$4.95M Buy
65,137
+16,108
+33% +$1.34M 1.89% 7
2022
Q2 		$4.14M Buy
+49,029
New +$4.3M 1.35% 34

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Altrius Capital Management's NVS Position: Q1 2026 in Review

Altrius Capital Management reduced its Novartis (NVS) stake by 5.7% in Q1 2026, selling an estimated $658K and leaving 70,631 shares worth $10.8M. The position accounts for 2.15% of the portfolio, ranked #6.

Altrius Capital Management first reported a position in NVS in Q2 2022 and has held it in 16 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Altrius Capital Management held 70,631 shares of Novartis worth $10.8M as of Q1 2026.
  • Altrius Capital Management sold 4,292 Novartis shares in Q1 2026, an estimated $658K.
  • Novartis made up 2.15% of Altrius Capital Management's portfolio in Q1 2026, its #6 holding.
  • Altrius Capital Management first reported a position in Novartis in Q2 2022 and has held it in 16 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.