Connable Office Inc’s Novartis NVS Stock Holding History

Connable Office Inc’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	$978K	Buy	+6,401	New	+$981K	0.1%	89
2017 Q2	–	Sell	-7,529	Closed	-$501K	–	181
2017 Q1	$501K	Sell	7,529 -41,441	-85%	-$2.76M	0.11%	92
2016 Q4	$3.2M	Hold	48,970	–	–	0.73%	28
2016 Q3	$3.46M	Buy	48,970 +37,112	+313%	+$2.7M	0.83%	19
2016 Q2	$877K	Buy	11,858 +865	+8%	+$59.8K	0.24%	65
2016 Q1	$714K	Hold	10,993	–	–	0.2%	67
2015 Q4	$847K	Sell	10,993 -6,867	-38%	-$546K	0.24%	70
2015 Q3	$1.47M	Sell	17,860 -223	-1%	-$19.8K	0.44%	58
2015 Q2	$1.59M	Sell	18,083 -607	-3%	-$55.7K	0.43%	59
2015 Q1	$1.65M	Buy	18,690 +28	+0.2%	+$2.48K	0.42%	56
2014 Q4	$1.55M	Sell	18,662 -2,560	-12%	-$212K	0.42%	59
2014 Q3	$1.79M	Hold	21,222	–	–	0.47%	54
2014 Q2	$1.72M	Sell	21,222 -624	-3%	-$49.1K	0.44%	58
2014 Q1	$1.66M	Buy	21,846 +1,010	+5%	+$73.6K	0.45%	57
2013 Q4	$1.5M	Sell	20,836 -732	-3%	-$50.9K	0.41%	61
2013 Q3	$1.48M	Sell	21,568 -791	-4%	-$52.3K	0.42%	59
2013 Q2	$1.42M	Buy	+22,359	New	+$1.45M	0.4%	59

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connable Office Inc's NVS Position: Q1 2026 in Review

Connable Office Inc opened a new position in Novartis (NVS) in Q1 2026: 6,401 shares worth $978K. The stake represents 0.1% of the portfolio and ranks #89 among its holdings. This is a return to the name: Connable Office Inc previously reported a position in NVS as recently as Q1 2017.

Connable Office Inc first reported a position in NVS in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.46M in Q3 2016. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Connable Office Inc held 6,401 shares of Novartis worth $978K as of Q1 2026.
Novartis was a new Connable Office Inc position in Q1 2026.
Novartis made up 0.1% of Connable Office Inc's portfolio in Q1 2026, its #89 holding.
Connable Office Inc first reported a position in Novartis in Q2 2013 and has held it in 17 quarters since.
Connable Office Inc's Novartis position peaked at $3.46M in Q3 2016.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Connable Office Inc's 13F filing for Q1 2026, filed 29 Apr 2026.