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Cohen Investment Advisors’s Novartis NVS Stock Holding History

Cohen Investment 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 		$555K Sell
3,635
-19
-0.5% -$2.91K 0.26% 58
2025
Q4 		$504K Sell
3,654
-58
-2% -$7.59K 0.23% 61
2025
Q3 		$476K Buy
3,712
+109
+3% +$13.3K 0.23% 62
2025
Q2 		$436K Sell
3,603
-255
-7% -$28.7K 0.23% 61
2025
Q1 		$430K Buy
3,858
+44
+1% +$4.68K 0.25% 66
2024
Q4 		$371K Buy
3,814
+116
+3% +$12.4K 0.22% 70
2024
Q3 		$425K Sell
3,698
-1,299
-26% -$147K 0.26% 63
2024
Q2 		$509K Buy
4,997
+1,127
+29% +$113K 0.41% 49
2024
Q1 		$374K Sell
3,870
-688
-15% -$70.5K 0.24% 64
2023
Q4 		$460K Sell
4,558
-439
-9% -$42.4K 0.34% 53
2023
Q3 		$509K Sell
4,997
-413
-8% -$41.9K 0.41% 49
2023
Q2 		$546K Buy
5,410
+16
+0.3% +$1.6K 0.44% 52
2023
Q1 		$496K Buy
5,394
+211
+4% +$18.4K 0.39% 58
2022
Q4 		$470K Buy
5,183
+256
+5% +$21.6K 0.39% 57
2022
Q3 		$375K Buy
4,927
+81
+2% +$6.71K 0.34% 62
2022
Q2 		$410K Sell
4,846
-47
-1% -$4.12K 0.35% 63
2022
Q1 		$429K Buy
4,893
+66
+1% +$5.71K 0.32% 66
2021
Q4 		$422K Buy
4,827
+64
+1% +$5.31K 0.3% 64
2021
Q3 		$390K Buy
4,763
+27
+0.6% +$2.43K 0.3% 65
2021
Q2 		$432K Buy
4,736
+57
+1% +$5.08K 0.34% 60
2021
Q1 		$400K Sell
4,679
-37
-0.8% -$3.32K 0.32% 66
2020
Q4 		$445K Buy
+4,716
New +$412K 0.4% 51

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

Cohen Investment Advisors's NVS Position: Q1 2026 in Review

Cohen Investment Advisors reduced its Novartis (NVS) stake by 0.52% in Q1 2026, selling an estimated $2.91K and leaving 3,635 shares worth $555K. The position accounts for 0.26% of the portfolio, ranked #58.

Cohen Investment Advisors first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Cohen Investment Advisors held 3,635 shares of Novartis worth $555K as of Q1 2026.
  • Cohen Investment Advisors sold 19 Novartis shares in Q1 2026, an estimated $2.91K.
  • Novartis made up 0.26% of Cohen Investment Advisors's portfolio in Q1 2026, its #58 holding.
  • Cohen Investment Advisors first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.