CIC
NVS icon

Crawford Investment Counsel’s Novartis NVS Stock Holding History

Crawford Investment Counsel’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 		– Sell
-1,466
Closed -$202K – 312
2025
Q4 		$202K Buy
+1,466
New +$192K ﹤0.01% 298
2025
Q1 		– Sell
-2,067
Closed -$201K – 292
2024
Q4 		$201K Buy
2,067
+32
+2% +$3.41K ﹤0.01% 279
2024
Q3 		$234K Buy
+2,035
New +$231K ﹤0.01% 271
2024
Q1 		– Sell
-2,070
Closed -$209K – 278
2023
Q4 		$209K Sell
2,070
-275
-12% -$26.5K ﹤0.01% 265
2023
Q3 		$239K Hold
2,345
– – 0.01% 263
2023
Q2 		$237K Buy
2,345
+104
+5% +$10.4K ﹤0.01% 264
2023
Q1 		$206K Sell
2,241
-102
-4% -$8.91K ﹤0.01% 269
2022
Q4 		$213K Buy
+2,343
New +$197K ﹤0.01% 268
2022
Q2 		– Sell
-2,424
Closed -$213K – 281
2022
Q1 		$213K Buy
2,424
+81
+3% +$7.01K ﹤0.01% 274
2021
Q4 		$205K Buy
+2,343
New +$195K ﹤0.01% 275
2021
Q3 		– Sell
-2,368
Closed -$216K – 293
2021
Q2 		$216K Hold
2,368
– – ﹤0.01% 282
2021
Q1 		$202K Sell
2,368
-364
-13% -$32.7K ﹤0.01% 280
2020
Q4 		$258K Buy
2,732
+188
+7% +$16.4K 0.01% 252
2020
Q3 		$221K Hold
2,544
– – 0.01% 257
2020
Q2 		$222K Sell
2,544
-288
-10% -$24.9K 0.01% 253
2020
Q1 		$233K Sell
2,832
-313
-10% -$27.9K 0.01% 243
2019
Q4 		$298K Buy
3,145
+53
+2% +$4.76K 0.01% 246
2019
Q3 		$269K Sell
3,092
-114
-4% -$10.2K 0.01% 247
2019
Q2 		$293K Buy
3,206
+326
+11% +$27.6K 0.01% 230
2019
Q1 		$248K Buy
2,880
+236
+9% +$18.9K 0.01% 241
2018
Q4 		$203K Buy
+2,644
New +$206K 0.01% 248

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

Crawford Investment Counsel's NVS Position: Q1 2026 in Review

Crawford Investment Counsel sold out of Novartis (NVS) in Q1 2026, closing a stake of 1,466 shares — an estimated $202K sold.

Crawford Investment Counsel first reported a position in NVS in Q4 2018 and held it in 21 quarters. The position peaked at $298K in Q4 2019. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Crawford Investment Counsel reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Crawford Investment Counsel sold 1,466 Novartis shares in Q1 2026, an estimated $202K.
  • Crawford Investment Counsel first reported a position in Novartis in Q4 2018 and held it in 21 quarters.
  • Crawford Investment Counsel's Novartis position peaked at $298K in Q4 2019.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.