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Chapman Financial Group’s Novartis NVS Stock Holding History

Chapman Financial Group’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 		$403K Sell
2,637
-612
-19% -$93.8K 0.29% 86
2025
Q4 		$448K Sell
3,249
-23
-0.7% -$3.01K 0.31% 86
2025
Q3 		$420K Hold
3,272
– – 0.29% 89
2025
Q2 		$396K Buy
+3,272
New +$369K 0.34% 75
2024
Q4 		$363K Buy
+3,733
New +$398K 0.29% 83

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

Chapman Financial Group's NVS Position: Q1 2026 in Review

Chapman Financial Group reduced its Novartis (NVS) stake by 19% in Q1 2026, selling an estimated $93.8K and leaving 2,637 shares worth $403K. The position accounts for 0.29% of the portfolio, ranked #86.

Chapman Financial Group first reported a position in NVS in Q4 2024 and has held it in 5 quarters since. The position peaked at $448K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Chapman Financial Group held 2,637 shares of Novartis worth $403K as of Q1 2026.
  • Chapman Financial Group sold 612 Novartis shares in Q1 2026, an estimated $93.8K.
  • Novartis made up 0.29% of Chapman Financial Group's portfolio in Q1 2026, its #86 holding.
  • Chapman Financial Group first reported a position in Novartis in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Novartis position peaked at $448K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.