Boit C.F. David’s Novartis NVS Stock Holding History

Boit C.F. David’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	$1.96M	Hold	12,800	–	–	0.87%	28
2025 Q4	$1.81M	Hold	12,800	–	–	0.78%	30
2025 Q3	$1.64M	Hold	12,800	–	–	0.74%	31
2025 Q2	$1.55M	Hold	12,800	–	–	0.75%	31
2025 Q1	$1.43M	Hold	12,800	–	–	0.72%	32
2024 Q4	$1.25M	Hold	12,800	–	–	0.51%	38
2024 Q3	$1.47M	Hold	12,800	–	–	0.73%	34
2024 Q2	$1.36M	Buy	+12,800	New	+$1.28M	0.71%	36
2024 Q1	–	Sell	-12,800	Closed	-$1.34M	–	124
2023 Q4	$1.34M	Hold	12,800	–	–	0.76%	33
2023 Q3	$1.3M	Hold	12,800	–	–	0.89%	30
2023 Q2	$1.29M	Hold	12,800	–	–	0.86%	31
2023 Q1	$1.25M	Hold	12,800	–	–	0.86%	32
2022 Q4	$1.16M	Hold	12,800	–	–	0.83%	31
2022 Q3	$973K	Buy	+12,800	New	+$1.06M	0.79%	34
2022 Q1	$1.12M	Hold	12,800	–	–	0.74%	35
2021 Q4	$1.12M	Hold	12,800	–	–	0.71%	35
2021 Q3	$1.05M	Hold	12,800	–	–	0.72%	35
2021 Q2	$1.17M	Buy	+12,800	New	+$1.14M	0.89%	34

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

Boit C.F. David's NVS Position: Q1 2026 in Review

Boit C.F. David held its Novartis (NVS) position steady in Q1 2026 at 12,800 shares worth $1.96M. The position accounts for 0.87% of the portfolio, ranked #28.

Boit C.F. David first reported a position in NVS in Q2 2021 and has held it in 18 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Boit C.F. David held 12,800 shares of Novartis worth $1.96M as of Q1 2026.
Boit C.F. David left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.87% of Boit C.F. David's portfolio in Q1 2026, its #28 holding.
Boit C.F. David first reported a position in Novartis in Q2 2021 and has held it in 18 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.