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Claro Advisors’s Novartis NVS Stock Holding History

Claro 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 		$350K Buy
2,291
+196
+9% +$30K 0.04% 332
2025
Q4 		$289K Sell
2,095
-41
-2% -$5.37K 0.04% 332
2025
Q3 		$274K Sell
2,136
-74
-3% -$9.03K 0.04% 333
2025
Q2 		$267K Buy
2,210
+91
+4% +$10.3K 0.04% 317
2025
Q1 		$236K Sell
2,119
-1,835
-46% -$195K 0.03% 442
2024
Q4 		$385K Sell
3,954
-684
-15% -$72.9K 0.05% 296
2024
Q3 		$533K Buy
+4,638
New +$526K 0.07% 258
2022
Q4 		– Sell
-4,695
Closed -$397K – 344
2022
Q3 		$397K Hold
4,695
– – 0.16% 154
2022
Q2 		$397K Buy
4,695
+1,828
+64% +$160K 0.16% 154
2022
Q1 		$251K Hold
2,867
– – 0.09% 225
2021
Q4 		$251K Sell
2,867
-77
-3% -$6.39K 0.09% 225
2021
Q3 		$241K Buy
2,944
+243
+9% +$21.9K 0.1% 211
2021
Q2 		$246K Sell
2,701
-1
-0% -$89 0.11% 195
2021
Q1 		$231K Buy
2,702
+190
+8% +$17.1K 0.12% 186
2020
Q4 		$237K Sell
2,512
-668
-21% -$58.4K 0.13% 181
2020
Q3 		$277K Buy
3,180
+107
+3% +$9.27K 0.18% 147
2020
Q2 		$268K Buy
3,073
+301
+11% +$26K 0.18% 141
2020
Q1 		$229K Buy
2,772
+289
+12% +$25.8K 0.21% 137
2019
Q4 		$235K Buy
2,483
+44
+2% +$3.95K 0.18% 141
2019
Q3 		$212K Buy
2,439
+65
+3% +$5.84K 0.19% 150
2019
Q2 		$217K Sell
2,374
-366
-13% -$31K 0.2% 144
2019
Q1 		$236K Buy
2,740
+1,127
+70% +$90.5K 0.23% 127
2018
Q4 		$125K Buy
+1,613
New +$126K 0.1% 187

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

Claro Advisors's NVS Position: Q1 2026 in Review

Claro Advisors increased its Novartis (NVS) stake by 9.4% in Q1 2026, buying an estimated $30K and bringing the position to 2,291 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #332.

Claro Advisors first reported a position in NVS in Q4 2018 and has held it in 23 quarters since. The position peaked at $533K in Q3 2024. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Claro Advisors held 2,291 shares of Novartis worth $350K as of Q1 2026.
  • Claro Advisors bought 196 Novartis shares in Q1 2026, an estimated $30K.
  • Novartis made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #332 holding.
  • Claro Advisors first reported a position in Novartis in Q4 2018 and has held it in 23 quarters since.
  • Claro Advisors's Novartis position peaked at $533K in Q3 2024.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.