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Chilton Investment Company’s Novartis NVS Stock Holding History

Chilton Investment Company’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 		$344K Sell
2,250
-2,897
-56% -$444K 0.01% 232
2025
Q4 		$710K Hold
5,147
– – 0.01% 181
2025
Q3 		$660K Buy
5,147
+2,897
+129% +$353K 0.01% 177
2025
Q2 		$272K Buy
2,250
+100
+5% +$11.3K 0.01% 200
2025
Q1 		$240K Hold
2,150
– – 0.01% 190
2024
Q4 		$209K Sell
2,150
-150
-7% -$16K 0.01% 183
2024
Q3 		$265K Hold
2,300
– – 0.01% 174
2024
Q2 		$245K Hold
2,300
– – 0.01% 160
2024
Q1 		$222K Hold
2,300
– – 0.01% 171
2023
Q4 		$232K Sell
2,300
-61
-3% -$5.89K 0.01% 161
2023
Q3 		$240K Hold
2,361
– – 0.01% 154
2023
Q2 		$238K Buy
+2,361
New +$236K 0.01% 157
2015
Q1 		– Sell
-6,998
Closed -$581K – 164
2014
Q4 		$581K Buy
6,998
+1,395
+25% +$116K 0.02% 134
2014
Q3 		$473K Buy
5,603
+3,086
+123% +$250K 0.02% 143
2014
Q2 		$204K Sell
2,517
-3,226
-56% -$254K 0.01% 118
2014
Q1 		$438K Hold
5,743
– – 0.01% 135
2013
Q4 		$414K Hold
5,743
– – 0.01% 142
2013
Q3 		$395K Buy
+5,743
New +$380K 0.01% 129

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

Chilton Investment Company's NVS Position: Q1 2026 in Review

Chilton Investment Company reduced its Novartis (NVS) stake by 56% in Q1 2026, selling an estimated $444K and leaving 2,250 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #232.

Chilton Investment Company first reported a position in NVS in Q3 2013 and has held it in 18 quarters since. The position peaked at $710K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Chilton Investment Company held 2,250 shares of Novartis worth $344K as of Q1 2026.
  • Chilton Investment Company sold 2,897 Novartis shares in Q1 2026, an estimated $444K.
  • Novartis made up 0.01% of Chilton Investment Company's portfolio in Q1 2026, its #232 holding.
  • Chilton Investment Company first reported a position in Novartis in Q3 2013 and has held it in 18 quarters since.
  • Chilton Investment Company's Novartis position peaked at $710K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.