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Brandes Investment Partners’s Novartis NVS Stock Holding History

Brandes Investment Partners’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 		$29M Sell
189,570
-73,227
-28% -$11.2M 0.21% 116
2025
Q4 		$36.2M Buy
262,797
+14,922
+6% +$1.95M 0.28% 107
2025
Q3 		$31.8M Buy
247,875
+8,593
+4% +$1.05M 0.25% 102
2025
Q2 		$29M Buy
239,282
+14,275
+6% +$1.61M 0.26% 100
2025
Q1 		$25.1M Buy
225,007
+15,237
+7% +$1.62M 0.26% 94
2024
Q4 		$20.4M Sell
209,770
-3,989
-2% -$425K 0.23% 94
2024
Q3 		$24.6M Sell
213,759
-10,465
-5% -$1.19M 0.28% 90
2024
Q2 		$23.9M Buy
224,224
+10,297
+5% +$1.03M 0.29% 86
2024
Q1 		$20.7M Buy
213,927
+40,144
+23% +$4.12M 0.27% 86
2023
Q4 		$17.5M Buy
173,783
+57,736
+50% +$5.57M 0.27% 91
2023
Q3 		$11.8M Sell
116,047
-69,179
-37% -$7.02M 0.23% 93
2023
Q2 		$18.7M Sell
185,226
-4,425
-2% -$443K 0.38% 69
2023
Q1 		$17.4M Buy
189,651
+171,040
+919% +$14.9M 0.37% 69
2022
Q4 		$1.69M Sell
18,611
-179,904
-91% -$15.2M 0.05% 98
2022
Q3 		$15.1M Sell
198,515
-16,535
-8% -$1.37M 0.39% 66
2022
Q2 		$18.2M Sell
215,050
-31,966
-13% -$2.8M 0.44% 59
2022
Q1 		$21.7M Buy
247,016
+22,350
+10% +$1.94M 0.46% 58
2021
Q4 		$19.7M Sell
224,666
-17,586
-7% -$1.46M 0.43% 67
2021
Q3 		$19.8M Buy
242,252
+6,430
+3% +$578K 0.43% 66
2021
Q2 		$21.5M Buy
235,822
+17,052
+8% +$1.52M 0.48% 60
2021
Q1 		$19M Buy
218,770
+79,159
+57% +$7.1M 0.45% 61
2020
Q4 		$13.2M Buy
+139,611
New +$12.2M 0.34% 70

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

Brandes Investment Partners's NVS Position: Q1 2026 in Review

Brandes Investment Partners reduced its Novartis (NVS) stake by 28% in Q1 2026, selling an estimated $11.2M and leaving 189,570 shares worth $29M. The position accounts for 0.21% of the portfolio, ranked #116.

Brandes Investment Partners first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. The position peaked at $36.2M in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Brandes Investment Partners held 189,570 shares of Novartis worth $29M as of Q1 2026.
  • Brandes Investment Partners sold 73,227 Novartis shares in Q1 2026, an estimated $11.2M.
  • Novartis made up 0.21% of Brandes Investment Partners's portfolio in Q1 2026, its #116 holding.
  • Brandes Investment Partners first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
  • Brandes Investment Partners's Novartis position peaked at $36.2M in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Brandes Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.