Cascades Capital Asset Management’s Novartis NVS Stock Holding History

Cascades Capital Asset Management’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	$218K	Hold	1,425	–	–	0.09%	123
2025 Q4	$196K	Hold	1,425	–	–	0.08%	126
2025 Q3	$183K	Sell	1,425 -68	-5%	-$8.3K	0.08%	128
2025 Q2	$181K	Hold	1,493	–	–	0.09%	119
2025 Q1	$166K	Buy	+1,493	New	+$159K	0.09%	115

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

Cascades Capital Asset Management's NVS Position: Q1 2026 in Review

Cascades Capital Asset Management held its Novartis (NVS) position steady in Q1 2026 at 1,425 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #123.

Cascades Capital Asset Management first reported a position in NVS in Q1 2025 and has held it in 5 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Cascades Capital Asset Management held 1,425 shares of Novartis worth $218K as of Q1 2026.
Cascades Capital Asset Management left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.09% of Cascades Capital Asset Management's portfolio in Q1 2026, its #123 holding.
Cascades Capital Asset Management first reported a position in Novartis in Q1 2025 and has held it in 5 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.