Argyle Capital Management’s Novartis NVS Stock Holding History

Argyle 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	$363K	Hold	2,375	–	–	0.12%	118
2025 Q4	$327K	Hold	2,375	–	–	0.11%	118
2025 Q3	$305K	Hold	2,375	–	–	0.11%	121
2025 Q2	$287K	Hold	2,375	–	–	0.1%	120
2025 Q1	$265K	Hold	2,375	–	–	0.1%	121
2024 Q4	$231K	Hold	2,375	–	–	0.09%	122
2024 Q3	$273K	Hold	2,375	–	–	0.11%	114
2024 Q2	$253K	Hold	2,375	–	–	0.1%	116
2024 Q1	$230K	Hold	2,375	–	–	0.09%	113
2023 Q4	$240K	Sell	2,375 -1,600	-40%	-$154K	0.1%	106
2023 Q3	$405K	Hold	3,975	–	–	0.15%	105
2023 Q2	$401K	Sell	3,975 -2,075	-34%	-$208K	0.14%	106
2023 Q1	$557K	Hold	6,050	–	–	0.2%	96
2022 Q4	$549K	Hold	6,050	–	–	0.19%	95
2022 Q3	$460K	Hold	6,050	–	–	0.18%	97
2022 Q2	$511K	Hold	6,050	–	–	0.18%	97
2022 Q1	$531K	Hold	6,050	–	–	0.17%	100
2021 Q4	$529K	Hold	6,050	–	–	0.17%	103
2021 Q3	$495K	Hold	6,050	–	–	0.16%	102
2021 Q2	$552K	Hold	6,050	–	–	0.18%	100
2021 Q1	$517K	Hold	6,050	–	–	0.17%	101
2020 Q4	$571K	Sell	6,050 -1,775	-23%	-$155K	0.21%	96
2020 Q3	$680K	Sell	7,825 -800	-9%	-$69.3K	0.28%	85
2020 Q2	$753K	Hold	8,625	–	–	0.32%	83
2020 Q1	$711K	Hold	8,625	–	–	0.34%	74
2019 Q4	$817K	Hold	8,625	–	–	0.29%	84
2019 Q3	$750K	Hold	8,625	–	–	0.28%	85
2019 Q2	$788K	Sell	8,625 -1,001	-10%	-$84.7K	0.3%	84
2019 Q1	$829K	Hold	9,626	–	–	0.32%	82
2018 Q4	$740K	Hold	9,626	–	–	0.31%	79
2018 Q3	$743K	Hold	9,626	–	–	0.28%	88
2018 Q2	$652K	Sell	9,626 -446	-4%	-$30.8K	0.26%	90
2018 Q1	$730K	Hold	10,072	–	–	0.29%	89
2017 Q4	$758K	Hold	10,072	–	–	0.28%	89
2017 Q3	$775K	Hold	10,072	–	–	0.3%	87
2017 Q2	$753K	Hold	10,072	–	–	0.31%	87
2017 Q1	$670K	Sell	10,072 -65	-0.6%	-$4.33K	0.27%	92
2016 Q4	$662K	Hold	10,137	–	–	0.28%	90
2016 Q3	$717K	Sell	10,137 -223	-2%	-$16.3K	0.31%	82
2016 Q2	$766K	Hold	10,360	–	–	0.33%	82
2016 Q1	$672K	Hold	10,360	–	–	0.31%	82
2015 Q4	$799K	Hold	10,360	–	–	0.37%	76
2015 Q3	$853K	Sell	10,360 -223	-2%	-$19.8K	0.42%	73
2015 Q2	$933K	Sell	10,583 -382	-3%	-$35K	0.43%	73
2015 Q1	$969K	Hold	10,965	–	–	0.43%	74
2014 Q4	$910K	Hold	10,965	–	–	0.4%	75
2014 Q3	$925K	Hold	10,965	–	–	0.43%	71
2014 Q2	$889K	Hold	10,965	–	–	0.41%	73
2014 Q1	$835K	Hold	10,965	–	–	0.41%	72
2013 Q4	$790K	Hold	10,965	–	–	0.4%	74
2013 Q3	$754K	Sell	10,965 -223	-2%	-$14.8K	0.41%	69
2013 Q2	$709K	Buy	+11,188	New	+$728K	0.41%	69

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

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

Argyle Capital Management held its Novartis (NVS) position steady in Q1 2026 at 2,375 shares worth $363K. The position accounts for 0.12% of the portfolio, ranked #118.

Argyle Capital Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $969K in Q1 2015. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Argyle Capital Management held 2,375 shares of Novartis worth $363K as of Q1 2026.
Argyle Capital Management left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.12% of Argyle Capital Management's portfolio in Q1 2026, its #118 holding.
Argyle Capital Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
Argyle Capital Management's Novartis position peaked at $969K in Q1 2015.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Argyle Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.