Argyle Capital Partners’s Novartis NVS Stock Holding History

Argyle Capital Partners’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	$625K	Buy	4,094 +33	+0.8%	+$5.06K	0.45%	74
2025 Q4	$560K	Hold	4,061	–	–	0.41%	76
2025 Q3	$521K	Hold	4,061	–	–	0.37%	77
2025 Q2	$491K	Hold	4,061	–	–	0.4%	73
2025 Q1	$453K	Hold	4,061	–	–	0.39%	74
2024 Q4	$395K	Buy	+4,061	New	+$433K	0.34%	87

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 Partners's NVS Position: Q1 2026 in Review

Argyle Capital Partners increased its Novartis (NVS) stake by 0.81% in Q1 2026, buying an estimated $5.06K and bringing the position to 4,094 shares worth $625K. The position accounts for 0.45% of the portfolio, ranked #74.

Argyle Capital Partners first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Argyle Capital Partners held 4,094 shares of Novartis worth $625K as of Q1 2026.
Argyle Capital Partners bought 33 Novartis shares in Q1 2026, an estimated $5.06K.
Novartis made up 0.45% of Argyle Capital Partners's portfolio in Q1 2026, its #74 holding.
Argyle Capital Partners first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.