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 Q3	$648K	Buy	4,542 +495	+12%	+$75.1K	0.01%	285
2026 Q2	$634K	Hold	4,047	–	–	0.01%	291
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 Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cannell & Spears's NVS Position: Q3 2026 in Review

Cannell & Spears increased its Novartis (NVS) stake by 12% in Q3 2026, buying an estimated $75.1K and bringing the position to 4,542 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #285.

Cannell & Spears first reported a position in NVS in Q1 2014 and has held it in 18 quarters since. The position peaked at $704K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Cannell & Spears held 4,542 shares of Novartis worth $648K as of Q3 2026.
Cannell & Spears bought 495 Novartis shares in Q3 2026, an estimated $75.1K.
Novartis made up 0.01% of Cannell & Spears's portfolio in Q3 2026, its #285 holding.
Cannell & Spears first reported a position in Novartis in Q1 2014 and has held it in 18 quarters since.
Cannell & Spears's Novartis position peaked at $704K in Q4 2025.
1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Cannell & Spears's 13F filing for Q3 2026, filed 12 Nov 2026.