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Brooklyn Investment Group’s Novartis NVS Stock Holding History

Brooklyn Investment Group’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 		$14.7M Buy
96,271
+31,323
+48% +$4.8M 0.46% 28
2025
Q4 		$9.04M Buy
64,948
+43,420
+202% +$5.69M 0.42% 36
2025
Q3 		$2.58M Sell
21,528
-562
-3% -$68.6K 0.35% 50
2025
Q2 		$2.67M Buy
22,090
+15,064
+214% +$1.7M 0.35% 49
2025
Q1 		$783K Buy
7,026
+6,463
+1,148% +$688K 0.17% 117
2024
Q4 		$54.8K Buy
+563
New +$60K 0.02% 516

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brooklyn Investment Group's NVS Position: Q1 2026 in Review

Brooklyn Investment Group increased its Novartis (NVS) stake by 48% in Q1 2026, buying an estimated $4.8M and bringing the position to 96,271 shares worth $14.7M. The position accounts for 0.46% of the portfolio, ranked #28.

Brooklyn Investment Group first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Brooklyn Investment Group held 96,271 shares of Novartis worth $14.7M as of Q1 2026.
  • Brooklyn Investment Group bought 31,323 Novartis shares in Q1 2026, an estimated $4.8M.
  • Novartis made up 0.46% of Brooklyn Investment Group's portfolio in Q1 2026, its #28 holding.
  • Brooklyn Investment Group first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.