CSM Advisors’s Novartis NVS Stock Holding History

CSM Advisors’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	$1.91M	Sell	12,475 -372	-3%	-$57K	0.05%	309
2025 Q4	$1.77M	Buy	+12,847	New	+$1.68M	0.05%	291

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

CSM Advisors's NVS Position: Q1 2026 in Review

CSM Advisors reduced its Novartis (NVS) stake by 2.9% in Q1 2026, selling an estimated $57K and leaving 12,475 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #309.

CSM Advisors first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

CSM Advisors held 12,475 shares of Novartis worth $1.91M as of Q1 2026.
CSM Advisors sold 372 Novartis shares in Q1 2026, an estimated $57K.
Novartis made up 0.05% of CSM Advisors's portfolio in Q1 2026, its #309 holding.
CSM Advisors first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.