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Cannell & Spears’s Novartis NVS Stock Holding History

Cannell & Spears’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 		$618K Sell
4,047
-1,061
-21% -$163K 0.01% 282
2025
Q4 		$704K Buy
5,108
+1,500
+42% +$196K 0.01% 263
2025
Q3 		$463K Buy
3,608
+822
+30% +$100K 0.01% 291
2025
Q2 		$337K Buy
2,786
+8
+0.3% +$902 0.01% 323
2025
Q1 		$310K Sell
2,778
-2,767
-50% -$295K 0.01% 330
2024
Q4 		$540K Sell
5,545
-333
-6% -$35.5K 0.01% 282
2024
Q3 		$676K Sell
5,878
-574
-9% -$65.1K 0.01% 267
2024
Q2 		$687K Buy
6,452
+425
+7% +$42.7K 0.01% 247
2024
Q1 		$583K Buy
+6,027
New +$618K 0.01% 266
2015
Q4 		– Sell
-2,678
Closed -$221K – 131
2015
Q3 		$221K Hold
2,678
– – 0.03% 124
2015
Q2 		$236K Hold
2,678
– – 0.03% 128
2015
Q1 		$237K Hold
2,678
– – 0.03% 126
2014
Q4 		$222K Hold
2,678
– – 0.02% 131
2014
Q3 		$226K Hold
2,678
– – 0.03% 130
2014
Q2 		$217K Hold
2,678
– – 0.03% 134
2014
Q1 		$204K Buy
+2,678
New +$195K 0.03% 114

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

Cannell & Spears's NVS Position: Q1 2026 in Review

Cannell & Spears reduced its Novartis (NVS) stake by 21% in Q1 2026, selling an estimated $163K and leaving 4,047 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #282.

Cannell & Spears first reported a position in NVS in Q1 2014 and has held it in 16 quarters since. The position peaked at $704K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Cannell & Spears held 4,047 shares of Novartis worth $618K as of Q1 2026.
  • Cannell & Spears sold 1,061 Novartis shares in Q1 2026, an estimated $163K.
  • Novartis made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #282 holding.
  • Cannell & Spears first reported a position in Novartis in Q1 2014 and has held it in 16 quarters since.
  • Cannell & Spears's Novartis position peaked at $704K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.