Corient Private Wealth
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Corient Private Wealth’s Novartis NVS Stock Holding History

Corient Private Wealth’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 		$67.2M Sell
440,526
-522,081
-54% -$80M 0.1% 195
2025
Q4 		$133M Buy
962,607
+504,067
+110% +$66M 0.09% 207
2025
Q3 		$58.8M Buy
458,540
+5,717
+1% +$698K 0.09% 207
2025
Q2 		$54.8M Sell
452,823
-10,257
-2% -$1.16M 0.07% 222
2025
Q1 		$51.6M Sell
463,080
-78,448
-14% -$8.35M 0.08% 216
2024
Q4 		$52.7M Sell
541,528
-38,264
-7% -$4.08M 0.09% 217
2024
Q3 		$66.7M Sell
579,792
-941
-0.2% -$107K 0.1% 194
2024
Q2 		$61.8M Sell
580,733
-5,055
-0.9% -$507K 0.11% 194
2024
Q1 		$56.7M Sell
585,788
-1,775
-0.3% -$182K 0.1% 208
2023
Q4 		$59.3M Buy
587,563
+129,578
+28% +$12.5M 0.11% 190
2023
Q3 		$46.6M Buy
457,985
+3,634
+0.8% +$369K 0.11% 203
2023
Q2 		$45.8M Buy
454,351
+50,920
+13% +$5.09M 0.11% 202
2023
Q1 		$37.1M Buy
403,431
+146,545
+57% +$12.8M 0.1% 198
2022
Q4 		$23.3M Buy
+256,886
New +$21.6M 0.08% 247

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 Private Wealth's NVS Position: Q1 2026 in Review

Corient Private Wealth reduced its Novartis (NVS) stake by 54% in Q1 2026, selling an estimated $80M and leaving 440,526 shares worth $67.2M. The position accounts for 0.1% of the portfolio, ranked #195.

Corient Private Wealth first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. The position peaked at $133M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Corient Private Wealth held 440,526 shares of Novartis worth $67.2M as of Q1 2026.
  • Corient Private Wealth sold 522,081 Novartis shares in Q1 2026, an estimated $80M.
  • Novartis made up 0.1% of Corient Private Wealth's portfolio in Q1 2026, its #195 holding.
  • Corient Private Wealth first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Novartis position peaked at $133M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.