Analyst IMS Investment Management Services’s Novartis NVS Stock Holding History

Analyst IMS Investment Management Services’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	$425K	Hold	2,781	–	–	0.01%	120
2025 Q4	$383K	Hold	2,781	–	–	0.01%	111
2025 Q3	$357K	Hold	2,781	–	–	0.01%	111
2025 Q2	$337K	Hold	2,781	–	–	0.01%	119
2025 Q1	$310K	Hold	2,781	–	–	0.01%	120
2024 Q4	$271K	Hold	2,781	–	–	0.01%	122
2024 Q3	$320K	Hold	2,781	–	–	0.01%	118
2024 Q2	$296K	Hold	2,781	–	–	0.01%	115
2024 Q1	$269K	Buy	2,781 +281	+11%	+$28.8K	0.01%	104
2023 Q4	$252K	Hold	2,500	–	–	0.01%	99
2023 Q3	$256K	Hold	2,500	–	–	0.02%	94
2023 Q2	$248K	Hold	2,500	–	–	0.02%	92
2023 Q1	$229K	Hold	2,500	–	–	0.02%	88
2022 Q4	$229K	Buy	+2,500	New	+$211K	0.02%	94
2022 Q3	–	Sell	-2,500	Closed	-$211K	–	102
2022 Q2	$211K	Hold	2,500	–	–	0.02%	100
2022 Q1	$219K	Sell	2,500 -1,300	-34%	-$113K	0.02%	99
2021 Q4	$333K	Hold	3,800	–	–	0.03%	95
2021 Q3	$310K	Sell	3,800 -310	-8%	-$27.9K	0.04%	93
2021 Q2	$375K	Sell	4,110 -2,350	-36%	-$209K	0.04%	90
2021 Q1	$553K	Sell	6,460 -650	-9%	-$58.3K	0.07%	81
2020 Q4	$671K	Sell	7,110 -2,824	-28%	-$247K	0.11%	69
2020 Q3	$863K	Sell	9,934 -1,969	-17%	-$171K	0.18%	56
2020 Q2	$1.04M	Sell	11,903 -68	-0.6%	-$5.87K	0.24%	45
2020 Q1	$987K	Sell	11,971 -462	-4%	-$41.2K	0.32%	42
2019 Q4	$1.18M	Sell	12,433 -125	-1%	-$11.2K	0.32%	48
2019 Q3	$1.09M	Sell	12,558 -557	-4%	-$50K	0.32%	47
2019 Q2	$1.2M	Sell	13,115 -9,654	-42%	-$817K	0.36%	46
2019 Q1	$1.96M	Sell	22,769 -25,302	-53%	-$2.03M	0.6%	29
2018 Q4	$3.69K	Buy	48,071 +26,369	+122%	+$2.05M	0.59%	23
2018 Q3	$1.68K	Sell	21,702 -3,955	-15%	-$292K	0.27%	37
2018 Q2	$1.68M	Sell	25,657 -30,257	-54%	-$2.09M	0.51%	35
2018 Q1	$4.05M	Sell	55,914 -32,117	-36%	-$2.44M	1.28%	15
2017 Q4	$6.62M	Sell	88,031 -1,899	-2%	-$143K	2.02%	11
2017 Q3	$6.83M	Sell	89,930 -680	-0.8%	-$51.4K	2.24%	11
2017 Q2	$6.78M	Sell	90,610 -5,431	-6%	-$385K	2.41%	11
2017 Q1	$6.4M	Buy	96,041 +677	+0.7%	+$45.1K	2.5%	9
2016 Q4	$6.22M	Sell	95,364 -1,910	-2%	-$124K	2.72%	8
2016 Q3	$6.88M	Sell	97,274 -4,882	-5%	-$356K	2.91%	8
2016 Q2	$7.55M	Sell	102,156 -2,401	-2%	-$166K	3.19%	9
2016 Q1	$6.79M	Buy	104,557 +1,153	+1%	+$78.4K	2.92%	8
2015 Q4	$7.97M	Buy	103,404 +751	+0.7%	+$59.7K	3.33%	6
2015 Q3	$8.46M	Sell	102,653 -4,044	-4%	-$360K	3.56%	5
2015 Q2	$9.4M	Sell	106,697 -2,327	-2%	-$213K	3.66%	6
2015 Q1	$9.63M	Sell	109,024 -2,122	-2%	-$188K	3.74%	6
2014 Q4	$9.23M	Buy	+111,146	New	+$9.21M	3.55%	6

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

Analyst IMS Investment Management Services's NVS Position: Q1 2026 in Review

Analyst IMS Investment Management Services held its Novartis (NVS) position steady in Q1 2026 at 2,781 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #120.

Analyst IMS Investment Management Services first reported a position in NVS in Q4 2014 and has held it in 45 quarters since. The position peaked at $9.63M in Q1 2015. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Analyst IMS Investment Management Services held 2,781 shares of Novartis worth $425K as of Q1 2026.
Analyst IMS Investment Management Services left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #120 holding.
Analyst IMS Investment Management Services first reported a position in Novartis in Q4 2014 and has held it in 45 quarters since.
Analyst IMS Investment Management Services's Novartis position peaked at $9.63M in Q1 2015.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.