CI
NVS icon

Corient IA’s Novartis NVS Stock Holding History

Corient IA’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 		$463K Hold
3,030
– – 0.44% 70
2025
Q4 		$418K Sell
3,030
-1,970
-39% -$258K 0.39% 99
2025
Q3 		$641K Hold
5,000
– – 0.48% 60
2025
Q2 		$605K Hold
5,000
– – 0.36% 90
2025
Q1 		$557K Buy
+5,000
New +$532K 0.4% 85

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

Corient IA's NVS Position: Q1 2026 in Review

Corient IA held its Novartis (NVS) position steady in Q1 2026 at 3,030 shares worth $463K. The position accounts for 0.44% of the portfolio, ranked #70.

Corient IA first reported a position in NVS in Q1 2025 and has held it in 5 quarters since. The position peaked at $641K in Q3 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Corient IA held 3,030 shares of Novartis worth $463K as of Q1 2026.
  • Corient IA left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.44% of Corient IA's portfolio in Q1 2026, its #70 holding.
  • Corient IA first reported a position in Novartis in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Novartis position peaked at $641K in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.