Brown, Lisle/Cummings’s Novartis NVS Stock Holding History

Brown, Lisle/Cummings’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	$258K	Buy	1,687 +109	+7%	+$16.7K	0.06%	194
2025 Q4	$218K	Hold	1,578	–	–	0.05%	203
2025 Q3	$202K	Hold	1,578	–	–	0.05%	209
2025 Q2	$191K	Hold	1,578	–	–	0.05%	214
2025 Q1	$176K	Buy	1,578 +5	+0.3%	+$532	0.05%	214
2024 Q4	$153K	Sell	1,573 -400	-20%	-$42.7K	0.05%	226
2024 Q3	$227K	Buy	1,973 +65	+3%	+$7.38K	0.07%	193
2024 Q2	$203K	Buy	1,908 +1,020	+115%	+$102K	0.07%	197
2024 Q1	$85.9K	Hold	888	–	–	0.03%	249
2023 Q4	$89.7K	Hold	888	–	–	0.03%	243
2023 Q3	$90.5K	Hold	888	–	–	0.04%	234
2023 Q2	$89.6K	Hold	888	–	–	0.04%	239
2023 Q1	$81.7K	Buy	888 +100	+13%	+$8.73K	0.04%	234
2022 Q4	$71.5K	Buy	788 +138	+21%	+$11.6K	0.04%	239
2022 Q3	$49.4K	Hold	650	–	–	0.03%	257
2022 Q2	$54.9K	Hold	650	–	–	0.03%	253
2022 Q1	$57K	Hold	650	–	–	0.03%	256
2021 Q4	$56.9K	Buy	+650	New	+$54K	0.03%	257

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

Brown, Lisle/Cummings's NVS Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Novartis (NVS) stake by 6.9% in Q1 2026, buying an estimated $16.7K and bringing the position to 1,687 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #194.

Brown, Lisle/Cummings first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Brown, Lisle/Cummings held 1,687 shares of Novartis worth $258K as of Q1 2026.
Brown, Lisle/Cummings bought 109 Novartis shares in Q1 2026, an estimated $16.7K.
Novartis made up 0.06% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #194 holding.
Brown, Lisle/Cummings first reported a position in Novartis in Q4 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 Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.