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Clark Capital Management Group’s Novartis NVS Stock Holding History

Clark Capital Management 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 		$38.5M Sell
251,894
-193,795
-43% -$29.7M 0.24% 125
2025
Q4 		$61.4M Sell
445,689
-255,169
-36% -$33.4M 0.38% 90
2025
Q3 		$89.9M Sell
700,858
-130,112
-16% -$15.9M 0.56% 46
2025
Q2 		$101M Buy
830,970
+238,725
+40% +$26.9M 0.7% 33
2025
Q1 		$66M Buy
592,245
+35,943
+6% +$3.83M 0.47% 58
2024
Q4 		$54.1M Sell
556,302
-16,463
-3% -$1.76M 0.38% 83
2024
Q3 		$65.9M Buy
572,765
+81,156
+17% +$9.21M 0.45% 65
2024
Q2 		$52.3M Buy
+491,609
New +$49.3M 0.38% 73
2024
Q1 		– Sell
-421,986
Closed -$42.6M – 422
2023
Q4 		$42.6M Buy
421,986
+15,179
+4% +$1.47M 0.35% 87
2023
Q3 		$41.4M Buy
406,807
+13,141
+3% +$1.33M 0.41% 72
2023
Q2 		$39.7M Buy
+393,666
New +$39.4M 0.35% 79
2021
Q2 		– Sell
-283,743
Closed -$24.3M – 356
2021
Q1 		$24.3M Sell
283,743
-47,067
-14% -$4.22M 0.37% 109
2020
Q4 		$31.2M Sell
330,810
-9,032
-3% -$789K 0.52% 64
2020
Q3 		$29.6M Buy
339,842
+71,874
+27% +$6.23M 0.56% 50
2020
Q2 		$23.4M Buy
+267,968
New +$23.1M 0.44% 80
2013
Q4 		– Sell
-6,992
Closed -$481K – 367
2013
Q3 		$481K Sell
6,992
-335
-5% -$22.2K 0.04% 186
2013
Q2 		$464K Buy
+7,327
New +$477K 0.04% 191

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

Clark Capital Management Group's NVS Position: Q1 2026 in Review

Clark Capital Management Group reduced its Novartis (NVS) stake by 43% in Q1 2026, selling an estimated $29.7M and leaving 251,894 shares worth $38.5M. The position accounts for 0.24% of the portfolio, ranked #125.

Clark Capital Management Group first reported a position in NVS in Q2 2013 and has held it in 17 quarters since. The position peaked at $101M in Q2 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Clark Capital Management Group held 251,894 shares of Novartis worth $38.5M as of Q1 2026.
  • Clark Capital Management Group sold 193,795 Novartis shares in Q1 2026, an estimated $29.7M.
  • Novartis made up 0.24% of Clark Capital Management Group's portfolio in Q1 2026, its #125 holding.
  • Clark Capital Management Group first reported a position in Novartis in Q2 2013 and has held it in 17 quarters since.
  • Clark Capital Management Group's Novartis position peaked at $101M in Q2 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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