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Concurrent Investment Advisors’s Novartis NVS Stock Holding History

Concurrent 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 		$2.27M Buy
14,833
+18
+0.1% +$2.76K 0.02% 571
2025
Q4 		$2.04M Buy
14,815
+3,967
+37% +$519K 0.02% 566
2025
Q3 		$1.39M Buy
10,848
+185
+2% +$22.6K 0.02% 558
2025
Q2 		$1.29M Buy
10,663
+4,868
+84% +$549K 0.02% 536
2025
Q1 		$646K Buy
5,795
+1,652
+40% +$176K 0.02% 671
2024
Q4 		$403K Buy
4,143
+409
+11% +$43.6K 0.01% 735
2024
Q3 		$429K Buy
3,734
+393
+12% +$44.6K 0.01% 666
2024
Q2 		$356K Buy
3,341
+317
+10% +$31.8K 0.01% 685
2024
Q1 		$293K Buy
+3,024
New +$310K 0.01% 683

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

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

Concurrent Investment Advisors increased its Novartis (NVS) stake by 0.12% in Q1 2026, buying an estimated $2.76K and bringing the position to 14,833 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #571.

Concurrent Investment Advisors first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Concurrent Investment Advisors held 14,833 shares of Novartis worth $2.27M as of Q1 2026.
  • Concurrent Investment Advisors bought 18 Novartis shares in Q1 2026, an estimated $2.76K.
  • Novartis made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #571 holding.
  • Concurrent Investment Advisors first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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