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Atomi Financial Group’s Novartis NVS Stock Holding History

Atomi Financial Group’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 		$4.67M Buy
30,578
+3,544
+13% +$543K 0.14% 128
2025
Q4 		$3.73M Buy
27,034
+3,695
+16% +$484K 0.11% 145
2025
Q3 		$2.99M Buy
23,339
+2,699
+13% +$329K 0.1% 153
2025
Q2 		$2.5M Sell
20,640
-1,121
-5% -$126K 0.09% 156
2025
Q1 		$2.43M Buy
21,761
+5,828
+37% +$620K 0.11% 145
2024
Q4 		$1.55M Sell
15,933
-2,458
-13% -$262K 0.08% 187
2024
Q3 		$2.12M Buy
18,391
+4,389
+31% +$498K 0.13% 130
2024
Q2 		$1.49M Buy
14,002
+4,190
+43% +$421K 0.11% 150
2024
Q1 		$949K Buy
9,812
+1,244
+15% +$128K 0.09% 188
2023
Q4 		$865K Buy
+8,568
New +$827K 0.12% 155

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

Atomi Financial Group's NVS Position: Q1 2026 in Review

Atomi Financial Group increased its Novartis (NVS) stake by 13% in Q1 2026, buying an estimated $543K and bringing the position to 30,578 shares worth $4.67M. The position accounts for 0.14% of the portfolio, ranked #128.

Atomi Financial Group first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Atomi Financial Group held 30,578 shares of Novartis worth $4.67M as of Q1 2026.
  • Atomi Financial Group bought 3,544 Novartis shares in Q1 2026, an estimated $543K.
  • Novartis made up 0.14% of Atomi Financial Group's portfolio in Q1 2026, its #128 holding.
  • Atomi Financial Group first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.