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Arjuna Capital’s Novartis NVS Stock Holding History

Arjuna Capital’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 		$4.13M Buy
27,009
+2,304
+9% +$353K 1.05% 22
2025
Q4 		$3.41M Sell
24,705
-146
-0.6% -$19.1K 0.83% 28
2025
Q3 		$3.19M Buy
24,851
+12,959
+109% +$1.58M 0.79% 32
2025
Q2 		$1.44M Sell
11,892
-555
-4% -$62.6K 0.38% 60
2025
Q1 		$1.39M Sell
12,447
-659
-5% -$70.2K 0.38% 61
2024
Q4 		$1.28M Sell
13,106
-198
-1% -$21.1K 0.34% 70
2024
Q3 		$1.53M Buy
13,304
+69
+0.5% +$7.83K 0.4% 72
2024
Q2 		$1.41M Buy
13,235
+31
+0.2% +$3.11K 0.38% 65
2024
Q1 		$1.28M Sell
13,204
-9,927
-43% -$1.02M 0.36% 71
2023
Q4 		$2.34M Buy
23,131
+1,068
+5% +$103K 0.73% 42
2023
Q3 		$2.25M Buy
+22,063
New +$2.24M 0.81% 41
2021
Q4 		– Sell
-9,782
Closed -$800K – 109
2021
Q3 		$800K Sell
9,782
-170
-2% -$15.3K 0.33% 73
2021
Q2 		$908K Buy
9,952
+222
+2% +$19.8K 0.39% 75
2021
Q1 		$832K Buy
9,730
+437
+5% +$39.2K 0.41% 71
2020
Q4 		$878K Buy
9,293
+477
+5% +$41.7K 0.49% 58
2020
Q3 		$767K Buy
8,816
+142
+2% +$12.3K 0.48% 59
2020
Q2 		$758K Buy
8,674
+187
+2% +$16.1K 0.52% 53
2020
Q1 		$700K Buy
+8,487
New +$757K 0.58% 48
2019
Q2 		– Sell
-19,139
Closed -$1.65M – 100
2019
Q1 		$1.65M Buy
19,139
+309
+2% +$24.8K 1.28% 26
2018
Q4 		$1.45M Sell
18,830
-372
-2% -$29K 1.32% 27
2018
Q3 		$1.48M Sell
19,202
-194
-1% -$14.3K 1.11% 34
2018
Q2 		$1.31M Sell
19,396
-1,556
-7% -$107K 1.07% 37
2018
Q1 		$1.52M Buy
20,952
+294
+1% +$22.4K 1.28% 32
2017
Q4 		$1.55M Buy
+20,658
New +$1.56M 1.46% 27

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

Arjuna Capital's NVS Position: Q1 2026 in Review

Arjuna Capital increased its Novartis (NVS) stake by 9.3% in Q1 2026, buying an estimated $353K and bringing the position to 27,009 shares worth $4.13M. The position accounts for 1.05% of the portfolio, ranked #22.

Arjuna Capital first reported a position in NVS in Q4 2017 and has held it in 24 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Arjuna Capital held 27,009 shares of Novartis worth $4.13M as of Q1 2026.
  • Arjuna Capital bought 2,304 Novartis shares in Q1 2026, an estimated $353K.
  • Novartis made up 1.05% of Arjuna Capital's portfolio in Q1 2026, its #22 holding.
  • Arjuna Capital first reported a position in Novartis in Q4 2017 and has held it in 24 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Arjuna Capital's 13F filing for Q1 2026, filed 6 May 2026.