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Atlas Capital Advisors’s Novartis NVS Stock Holding History

Atlas Capital 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 		$646K Sell
4,232
-300
-7% -$46K 0.07% 215
2025
Q4 		$625K Buy
+4,532
New +$593K 0.07% 226
2025
Q2 		$548K Hold
4,532
– – 0.07% 236
2025
Q1 		$505K Hold
4,532
– – 0.06% 254
2024
Q4 		$441K Buy
4,532
+3,800
+519% +$405K 0.06% 264
2024
Q3 		$84.2K Sell
732
-3,800
-84% -$431K 0.01% 515
2024
Q2 		$482K Buy
4,532
+3,800
+519% +$381K 0.06% 233
2024
Q1 		$70.8K Sell
732
-4,892
-87% -$502K 0.01% 525
2023
Q4 		$568K Buy
5,624
+1,604
+40% +$155K 0.08% 194
2023
Q3 		$409K Hold
4,020
– – 0.07% 226
2023
Q2 		$406K Hold
4,020
– – 0.06% 241
2023
Q1 		$370K Hold
4,020
– – 0.06% 248
2022
Q4 		$365K Sell
4,020
-167
-4% -$14.1K 0.06% 229
2022
Q3 		$318K Sell
4,187
-3,019
-42% -$250K 0.06% 258
2022
Q2 		$609K Sell
7,206
-4,582
-39% -$402K 0.1% 167
2022
Q1 		$1.03M Hold
11,788
– – 0.16% 113
2021
Q4 		$1.03M Buy
11,788
+2,719
+30% +$226K 0.15% 112
2021
Q3 		$742K Buy
9,069
+4,869
+116% +$438K 0.12% 143
2021
Q2 		$383K Hold
4,200
– – 0.06% 253
2021
Q1 		$359K Sell
4,200
-2,163
-34% -$194K 0.07% 238
2020
Q4 		$601K Hold
6,363
– – 0.13% 156
2020
Q3 		$553K Hold
6,363
– – 0.13% 169
2020
Q2 		$556K Sell
6,363
-147
-2% -$12.7K 0.13% 165
2020
Q1 		$537K Sell
6,510
-6,165
-49% -$550K 0.16% 144
2019
Q4 		$1.2M Sell
12,675
-1,013
-7% -$90.9K 0.3% 89
2019
Q3 		$1.19M Buy
13,688
+1,019
+8% +$91.5K 0.36% 80
2019
Q2 		$1.16M Buy
12,669
+710
+6% +$60.1K 0.38% 70
2019
Q1 		$1.03M Buy
11,959
+4,818
+67% +$387K 0.37% 77
2018
Q4 		$549K Buy
7,141
+2,677
+60% +$208K 0.22% 120
2018
Q3 		$350K Hold
4,464
– – 0.12% 218
2018
Q2 		$315K Sell
4,464
-4,638
-51% -$320K 0.11% 219
2018
Q1 		$659K Buy
+9,102
New +$693K 0.2% 159

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

Atlas Capital Advisors's NVS Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Novartis (NVS) stake by 6.6% in Q1 2026, selling an estimated $46K and leaving 4,232 shares worth $646K. The position accounts for 0.07% of the portfolio, ranked #215.

Atlas Capital Advisors first reported a position in NVS in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.2M in Q4 2019. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Atlas Capital Advisors held 4,232 shares of Novartis worth $646K as of Q1 2026.
  • Atlas Capital Advisors sold 300 Novartis shares in Q1 2026, an estimated $46K.
  • Novartis made up 0.07% of Atlas Capital Advisors's portfolio in Q1 2026, its #215 holding.
  • Atlas Capital Advisors first reported a position in Novartis in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's Novartis position peaked at $1.2M in Q4 2019.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.