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Beutel, Goodman & Co’s Novartis NVS Stock Holding History

Beutel, Goodman & Co’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 		$2.88M Buy
18,824
+169
+0.9% +$25.9K 0.02% 89
2025
Q4 		$2.57M Buy
18,655
+215
+1% +$28.2K 0.02% 91
2025
Q3 		$2.36M Buy
18,440
+6,330
+52% +$772K 0.01% 93
2025
Q2 		$1.47M Sell
12,110
-1,610
-12% -$181K 0.01% 97
2025
Q1 		$1.53M Buy
13,720
+11,045
+413% +$1.18M 0.01% 99
2024
Q4 		$260K Sell
2,675
-250
-9% -$26.7K ﹤0.01% 70
2024
Q3 		$336K Sell
2,925
-1,480
-34% -$168K ﹤0.01% 70
2024
Q2 		$468K Hold
4,405
– – ﹤0.01% 69
2024
Q1 		$426K Buy
4,405
+40
+0.9% +$4.1K ﹤0.01% 68
2023
Q4 		$440K Buy
4,365
+1,530
+54% +$148K ﹤0.01% 68
2023
Q3 		$288K Buy
2,835
+225
+9% +$22.8K ﹤0.01% 67
2023
Q2 		$263K Hold
2,610
– – ﹤0.01% 66
2023
Q1 		$240K Buy
2,610
+120
+5% +$10.5K ﹤0.01% 66
2022
Q4 		$225K Buy
+2,490
New +$210K ﹤0.01% 66

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

Beutel, Goodman & Co's NVS Position: Q1 2026 in Review

Beutel, Goodman & Co increased its Novartis (NVS) stake by 0.91% in Q1 2026, buying an estimated $25.9K and bringing the position to 18,824 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #89.

Beutel, Goodman & Co first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Beutel, Goodman & Co held 18,824 shares of Novartis worth $2.88M as of Q1 2026.
  • Beutel, Goodman & Co bought 169 Novartis shares in Q1 2026, an estimated $25.9K.
  • Novartis made up 0.02% of Beutel, Goodman & Co's portfolio in Q1 2026, its #89 holding.
  • Beutel, Goodman & Co first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.