Becker Capital Management’s Novartis NVS Stock Holding History

Becker 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	$1.43M	Sell	9,357 -84	-0.9%	-$12.9K	0.04%	150
2025 Q4	$1.3M	Sell	9,441 -36	-0.4%	-$4.71K	0.04%	161
2025 Q3	$1.22M	Hold	9,477	–	–	0.04%	166
2025 Q2	$1.15M	Hold	9,477	–	–	0.04%	166
2025 Q1	$1.06M	Hold	9,477	–	–	0.03%	162
2024 Q4	$922K	Sell	9,477 -25	-0.3%	-$2.67K	0.03%	171
2024 Q3	$1.09M	Sell	9,502 -359	-4%	-$40.7K	0.04%	163
2024 Q2	$1.05M	Hold	9,861	–	–	0.04%	155
2024 Q1	$954K	Buy	9,861 +145	+1%	+$14.9K	0.03%	165
2023 Q4	$981K	Sell	9,716 -40	-0.4%	-$3.86K	0.04%	161
2023 Q3	$994K	Hold	9,756	–	–	0.04%	154
2023 Q2	$984K	Sell	9,756 -50	-0.5%	-$5K	0.04%	160
2023 Q1	$902K	Sell	9,806 -20	-0.2%	-$1.75K	0.04%	163
2022 Q4	$891K	Sell	9,826 -34	-0.3%	-$2.86K	0.04%	125
2022 Q3	$749K	Sell	9,860 -60	-0.6%	-$4.97K	0.04%	133
2022 Q2	$839K	Hold	9,920	–	–	0.04%	133
2022 Q1	$870K	Sell	9,920 -2,273	-19%	-$197K	0.04%	138
2021 Q4	$1.07M	Sell	12,193 -285	-2%	-$23.7K	0.04%	128
2021 Q3	$1.02M	Sell	12,478 -24	-0.2%	-$2.16K	0.04%	129
2021 Q2	$1.14M	Sell	12,502 -115	-0.9%	-$10.2K	0.05%	123
2021 Q1	$1.08M	Buy	12,617 +412	+3%	+$37K	0.05%	125
2020 Q4	$1.15M	Hold	12,205	–	–	0.06%	115
2020 Q3	$1.06M	Sell	12,205 -340	-3%	-$29.5K	0.06%	111
2020 Q2	$1.1M	Hold	12,545	–	–	0.06%	104
2020 Q1	$1.03M	Sell	12,545 -315	-2%	-$28.1K	0.06%	104
2019 Q4	$1.22M	Buy	12,860 +640	+5%	+$57.4K	0.04%	101
2019 Q3	$1.06M	Sell	12,220 -573	-4%	-$51.4K	0.04%	99
2019 Q2	$1.17M	Sell	12,793 -343	-3%	-$29K	0.04%	96
2019 Q1	$1.13M	Buy	13,136 +1,328	+11%	+$107K	0.04%	100
2018 Q4	$908K	Sell	11,808 -134	-1%	-$10.4K	0.04%	102
2018 Q3	$922K	Hold	11,942	–	–	0.03%	108
2018 Q2	$808K	Sell	11,942 -1,649	-12%	-$114K	0.03%	107
2018 Q1	$985K	Buy	13,591 +9,600	+241%	+$731K	0.03%	102
2017 Q4	$300K	Buy	+3,991	New	+$301K	0.01%	136
2017 Q3	–	Sell	-2,875	Closed	-$215K	–	159
2017 Q2	$215K	Sell	2,875 -263	-8%	-$18.6K	0.01%	133
2017 Q1	$209K	Buy	+3,138	New	+$209K	0.01%	134
2016 Q1	–	Sell	-2,692	Closed	-$208K	–	136
2015 Q4	$208K	Hold	2,692	–	–	0.01%	130
2015 Q3	$222K	Hold	2,692	–	–	0.01%	121
2015 Q2	$237K	Hold	2,692	–	–	0.01%	127
2015 Q1	$238K	Sell	2,692 -446	-14%	-$39.6K	0.01%	129
2014 Q4	$261K	Buy	3,138 +446	+17%	+$37K	0.01%	127
2014 Q3	$227K	Hold	2,692	–	–	0.01%	137
2014 Q2	$218K	Hold	2,692	–	–	0.01%	137
2014 Q1	$205K	Buy	+2,692	New	+$196K	0.01%	135

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

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

Becker Capital Management reduced its Novartis (NVS) stake by 0.89% in Q1 2026, selling an estimated $12.9K and leaving 9,357 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #150.

Becker Capital Management first reported a position in NVS in Q1 2014 and has held it in 44 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Becker Capital Management held 9,357 shares of Novartis worth $1.43M as of Q1 2026.
Becker Capital Management sold 84 Novartis shares in Q1 2026, an estimated $12.9K.
Novartis made up 0.04% of Becker Capital Management's portfolio in Q1 2026, its #150 holding.
Becker Capital Management first reported a position in Novartis in Q1 2014 and has held it in 44 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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