Callan Family Office’s Novartis NVS Stock Holding History

Callan Family Office’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	$16.3M	Buy	106,950 +2,103	+2%	+$322K	0.37%	47
2025 Q4	$14.5M	Buy	104,847 +16,872	+19%	+$2.21M	0.31%	57
2025 Q3	$11.3M	Buy	87,975 +927	+1%	+$113K	0.36%	53
2025 Q2	$10.5M	Buy	87,048 +60,949	+234%	+$6.87M	0.33%	57
2025 Q1	$2.91M	Sell	26,099 -2,775	-10%	-$295K	0.22%	102
2024 Q4	$2.81M	Buy	28,874 +26,973	+1,419%	+$2.88M	0.18%	114
2024 Q3	$219K	Buy	+1,901	New	+$216K	0.04%	172
2023 Q2	–	Sell	-9,605	Closed	-$884K	–	143
2023 Q1	$884K	Buy	+9,605	New	+$839K	0.21%	69

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

Callan Family Office's NVS Position: Q1 2026 in Review

Callan Family Office increased its Novartis (NVS) stake by 2% in Q1 2026, buying an estimated $322K and bringing the position to 106,950 shares worth $16.3M. The position accounts for 0.37% of the portfolio, ranked #47.

Callan Family Office first reported a position in NVS in Q1 2023 and has held it in 8 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Callan Family Office held 106,950 shares of Novartis worth $16.3M as of Q1 2026.
Callan Family Office bought 2,103 Novartis shares in Q1 2026, an estimated $322K.
Novartis made up 0.37% of Callan Family Office's portfolio in Q1 2026, its #47 holding.
Callan Family Office first reported a position in Novartis in Q1 2023 and has held it in 8 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.