Childress Capital Advisors’s Novartis NVS Stock Holding History

Childress Capital Advisors’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	$235K	Sell	1,536 -1	-0.1%	-$153	0.04%	327
2025 Q4	$212K	Buy	+1,537	New	+$201K	0.03%	381
2021 Q1	–	Sell	-136	Closed	-$13K	–	689
2020 Q4	$13K	Buy	+136	New	+$11.9K	0.01%	474

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

Childress Capital Advisors's NVS Position: Q1 2026 in Review

Childress Capital Advisors reduced its Novartis (NVS) stake by 0.07% in Q1 2026, selling an estimated $153 and leaving 1,536 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #327.

Childress Capital Advisors first reported a position in NVS in Q4 2020 and has held it in 3 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Childress Capital Advisors held 1,536 shares of Novartis worth $235K as of Q1 2026.
Childress Capital Advisors sold 1 Novartis share in Q1 2026, an estimated $153.
Novartis made up 0.04% of Childress Capital Advisors's portfolio in Q1 2026, its #327 holding.
Childress Capital Advisors first reported a position in Novartis in Q4 2020 and has held it in 3 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.