ATIA
NVS icon

American Trust Investment Advisors’s Novartis NVS Stock Holding History

American Trust 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 		$205K Buy
+1,345
New +$206K 0.11% 75
2025
Q3 		– Sell
-2,725
Closed -$330K – 90
2025
Q2 		$330K Sell
2,725
-3,990
-59% -$450K 0.17% 63
2025
Q1 		$749K Buy
6,715
+740
+12% +$78.8K 0.31% 68
2024
Q4 		$581K Buy
5,975
+800
+15% +$85.3K 0.24% 76
2024
Q3 		$595K Buy
5,175
+115
+2% +$13K 0.24% 61
2024
Q2 		$539K Sell
5,060
-137
-3% -$13.8K 0.26% 51
2024
Q1 		$503K Sell
5,197
-35
-0.7% -$3.59K 0.24% 55
2023
Q4 		$528K Buy
5,232
+112
+2% +$10.8K 0.27% 54
2023
Q3 		$522K Sell
5,120
-45
-0.9% -$4.57K 0.29% 53
2023
Q2 		$521K Sell
5,165
-195
-4% -$19.5K 0.29% 56
2023
Q1 		$493K Buy
5,360
+105
+2% +$9.17K 0.3% 55
2022
Q4 		$477K Buy
5,255
+100
+2% +$8.42K 0.3% 52
2022
Q3 		$392K Sell
5,155
-5
-0.1% -$414 0.25% 58
2022
Q2 		$436K Buy
5,160
+65
+1% +$5.7K 0.27% 56
2022
Q1 		$447K Buy
5,095
+235
+5% +$20.3K 0.23% 60
2021
Q4 		$425K Buy
4,860
+488
+11% +$40.5K 0.21% 58
2021
Q3 		$358K Buy
4,372
+90
+2% +$8.1K 0.2% 63
2021
Q2 		$391K Buy
4,282
+589
+16% +$52.5K 0.21% 59
2021
Q1 		$316K Buy
3,693
+167
+5% +$15K 0.18% 66
2020
Q4 		$333K Buy
3,526
+350
+11% +$30.6K 0.21% 59
2020
Q3 		$276K Buy
3,176
+305
+11% +$26.4K 0.2% 59
2020
Q2 		$251K Buy
2,871
+50
+2% +$4.32K 0.2% 52
2020
Q1 		$233K Buy
+2,821
New +$252K 0.23% 48

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

American Trust Investment Advisors's NVS Position: Q1 2026 in Review

American Trust Investment Advisors opened a new position in Novartis (NVS) in Q1 2026: 1,345 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #75 among its holdings. This is a return to the name: American Trust Investment Advisors previously reported a position in NVS as recently as Q2 2025.

American Trust Investment Advisors first reported a position in NVS in Q1 2020 and has held it in 23 quarters since. The position peaked at $749K in Q1 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • American Trust Investment Advisors held 1,345 shares of Novartis worth $205K as of Q1 2026.
  • Novartis was a new American Trust Investment Advisors position in Q1 2026.
  • Novartis made up 0.11% of American Trust Investment Advisors's portfolio in Q1 2026, its #75 holding.
  • American Trust Investment Advisors first reported a position in Novartis in Q1 2020 and has held it in 23 quarters since.
  • American Trust Investment Advisors's Novartis position peaked at $749K in Q1 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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