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Bowen Hanes & Co’s Novartis NVS Stock Holding History

Bowen Hanes & 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 		$214K Sell
1,400
-1,400
-50% -$215K 0.01% 147
2025
Q4 		$386K Buy
+2,800
New +$367K 0.01% 136
2022
Q1 		– Sell
-4,745
Closed -$415K – 161
2021
Q4 		$415K Hold
4,745
– – 0.01% 137
2021
Q3 		$388K Hold
4,745
– – 0.01% 134
2021
Q2 		$433K Hold
4,745
– – 0.01% 127
2021
Q1 		$406K Hold
4,745
– – 0.01% 127
2020
Q4 		$448K Sell
4,745
-3,435
-42% -$300K 0.01% 122
2020
Q3 		$711K Sell
8,180
-1,125
-12% -$97.5K 0.03% 109
2020
Q2 		$813K Sell
9,305
-791
-8% -$68.3K 0.03% 97
2020
Q1 		$832K Buy
10,096
+1,000
+11% +$89.2K 0.04% 96
2019
Q4 		$861K Hold
9,096
– – 0.04% 111
2019
Q3 		$790K Sell
9,096
-400
-4% -$35.9K 0.03% 113
2019
Q2 		$867K Buy
9,496
+2,738
+41% +$232K 0.04% 108
2019
Q1 		$582K Buy
6,758
+140
+2% +$11.2K 0.03% 115
2018
Q4 		$509K Sell
6,618
-5,044
-43% -$393K 0.03% 140
2018
Q3 		$900K Buy
+11,662
New +$862K 0.04% 104
2016
Q1 		– Sell
-57,301
Closed -$4.42M – 139
2015
Q4 		$4.42M Sell
57,301
-263,934
-82% -$21M 0.25% 80
2015
Q3 		$26.5M Sell
321,235
-57,056
-15% -$5.08M 1.52% 21
2015
Q2 		$33.3M Buy
378,291
+40
+0% +$3.67K 1.66% 8
2015
Q1 		$33.4M Buy
378,251
+4,776
+1% +$424K 1.61% 9
2014
Q4 		$31M Sell
373,475
-7,382
-2% -$612K 1.52% 14
2014
Q3 		$32.1M Sell
380,857
-56,632
-13% -$4.58M 1.57% 10
2014
Q2 		$35.5M Buy
437,489
+11,166
+3% +$878K 1.65% 8
2014
Q1 		$32.5M Buy
426,323
+5,809
+1% +$423K 1.57% 11
2013
Q4 		$30.3M Sell
420,514
-8,426
-2% -$586K 1.47% 19
2013
Q3 		$29.5M Sell
428,940
-13,526
-3% -$895K 1.51% 13
2013
Q2 		$28M Buy
+442,466
New +$28.8M 1.5% 19

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

Bowen Hanes & Co's NVS Position: Q1 2026 in Review

Bowen Hanes & Co reduced its Novartis (NVS) stake by 50% in Q1 2026, selling an estimated $215K and leaving 1,400 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #147.

Bowen Hanes & Co first reported a position in NVS in Q2 2013 and has held it in 27 quarters since. The position peaked at $35.5M in Q2 2014. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Bowen Hanes & Co held 1,400 shares of Novartis worth $214K as of Q1 2026.
  • Bowen Hanes & Co sold 1,400 Novartis shares in Q1 2026, an estimated $215K.
  • Novartis made up 0.01% of Bowen Hanes & Co's portfolio in Q1 2026, its #147 holding.
  • Bowen Hanes & Co first reported a position in Novartis in Q2 2013 and has held it in 27 quarters since.
  • Bowen Hanes & Co's Novartis position peaked at $35.5M in Q2 2014.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Bowen Hanes & Co's 13F filing for Q1 2026, filed 14 May 2026.