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Capital Insight Partners’s Novartis NVS Stock Holding History

Capital Insight Partners’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 		– Sell
-23,985
Closed -$3.31M – 77
2025
Q4 		$3.31M Sell
23,985
-4,363
-15% -$571K 0.7% 47
2025
Q3 		$3.64M Sell
28,348
-91
-0.3% -$11.1K 0.6% 54
2025
Q2 		$3.44M Sell
28,439
-2,393
-8% -$270K 0.6% 56
2025
Q1 		$3.44M Buy
30,832
+1,163
+4% +$124K 0.6% 53
2024
Q4 		$2.89M Buy
29,669
+2,737
+10% +$292K 0.5% 66
2024
Q3 		$3.1M Buy
26,932
+4,317
+19% +$490K 0.54% 62
2024
Q2 		$2.41M Buy
+22,615
New +$2.27M 0.45% 69

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

Capital Insight Partners's NVS Position: Q1 2026 in Review

Capital Insight Partners sold out of Novartis (NVS) in Q1 2026, closing a stake of 23,985 shares — an estimated $3.31M sold.

Capital Insight Partners first reported a position in NVS in Q2 2024 and held it in 7 quarters. The position peaked at $3.64M in Q3 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Capital Insight Partners reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 23,985 Novartis shares in Q1 2026, an estimated $3.31M.
  • Capital Insight Partners first reported a position in Novartis in Q2 2024 and held it in 7 quarters.
  • Capital Insight Partners's Novartis position peaked at $3.64M in Q3 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.