Costello Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Costello Asset Management's NVS Position: Q1 2026 in Review
Costello Asset Management reduced its Novartis (NVS) stake by 16% in Q1 2026, selling an estimated $15.3K and leaving 538 shares worth $82.2K. The position accounts for 0.03% of the portfolio, ranked #182.
Costello Asset Management first reported a position in NVS in Q1 2021 and has held it in 6 quarters since. The position peaked at $88K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Costello Asset Management held 538 shares of Novartis worth $82.2K as of Q1 2026.
- Costello Asset Management sold 100 Novartis shares in Q1 2026, an estimated $15.3K.
- Novartis made up 0.03% of Costello Asset Management's portfolio in Q1 2026, its #182 holding.
- Costello Asset Management first reported a position in Novartis in Q1 2021 and has held it in 6 quarters since.
- Costello Asset Management's Novartis position peaked at $88K in Q4 2025.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.