Cullinan Associates’s Novartis NVS Stock Holding History

Cullinan Associates’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 Q3	$599K	Sell	4,200 -500	-11%	-$75.8K	0.04%	152
2026 Q2	$737K	Hold	4,700	–	–	0.06%	137
2026 Q1	$718K	Hold	4,700	–	–	0.06%	137
2025 Q4	$648K	Hold	4,700	–	–	0.04%	150
2025 Q3	$603K	Hold	4,700	–	–	0.04%	155
2025 Q2	$569K	Hold	4,700	–	–	0.04%	162
2025 Q1	$524K	Hold	4,700	–	–	0.04%	159
2024 Q4	$457K	Hold	4,700	–	–	0.03%	171
2024 Q3	$544K	Hold	4,700	–	–	0.03%	173
2024 Q2	$500K	Hold	4,700	–	–	0.03%	183
2024 Q1	$455K	Buy	4,700 +100	+2%	+$10.3K	0.03%	194
2023 Q4	$464K	Sell	4,600 -200	-4%	-$19.3K	0.03%	186
2023 Q3	$489K	Hold	4,800	–	–	0.03%	190
2023 Q2	$484K	Buy	4,800 +200	+4%	+$20K	0.03%	196
2023 Q1	$423K	Sell	4,600 -1,296	-22%	-$113K	0.02%	201
2022 Q4	$535K	Buy	5,896 +1,196	+25%	+$101K	0.03%	200
2022 Q3	$357K	Buy	4,700 +200	+4%	+$16.6K	0.02%	193
2022 Q2	$380K	Hold	4,500	–	–	0.02%	189
2022 Q1	$395K	Sell	4,500 -165	-4%	-$14.3K	0.02%	191
2021 Q4	$408K	Sell	4,665 -1,300	-22%	-$108K	0.02%	193
2021 Q3	$488K	Buy	5,965 +165	+3%	+$14.8K	0.03%	183
2021 Q2	$529K	Sell	5,800 -112	-2%	-$10K	0.03%	171
2021 Q1	$505K	Hold	5,912	–	–	0.03%	157
2020 Q4	$558K	Hold	5,912	–	–	0.03%	142
2020 Q3	$514K	Hold	5,912	–	–	0.03%	140
2020 Q2	$516K	Buy	5,912 +380	+7%	+$32.8K	0.04%	134
2020 Q1	$456K	Sell	5,532 -544	-9%	-$48.5K	0.04%	134
2019 Q4	$575K	Buy	6,076 +1,464	+32%	+$131K	0.04%	138
2019 Q3	$401K	Hold	4,612	–	–	0.03%	146
2019 Q2	$421K	Sell	4,612 -535	-10%	-$45.3K	0.03%	153
2019 Q1	$443K	Hold	5,147	–	–	0.03%	151
2018 Q4	$396K	Buy	5,147 +1,129	+28%	+$87.9K	0.03%	148
2018 Q3	$310K	Hold	4,018	–	–	0.02%	165
2018 Q2	$272K	Hold	4,018	–	–	0.02%	170
2018 Q1	$291K	Hold	4,018	–	–	0.02%	167
2017 Q4	$302K	Hold	4,018	–	–	0.02%	168
2017 Q3	$309K	Hold	4,018	–	–	0.02%	172
2017 Q2	$300K	Hold	4,018	–	–	0.02%	179
2017 Q1	$267K	Sell	4,018 -39	-1%	-$2.6K	0.02%	183
2016 Q4	$265K	Buy	4,057 +39	+1%	+$2.53K	0.02%	182
2016 Q3	$284K	Hold	4,018	–	–	0.02%	179
2016 Q2	$297K	Hold	4,018	–	–	0.02%	178
2016 Q1	$261K	Buy	4,018 +1,228	+44%	+$83.5K	0.02%	180
2015 Q4	$215K	Hold	2,790	–	–	0.02%	191
2015 Q3	$230K	Hold	2,790	–	–	0.02%	202
2015 Q2	$246K	Hold	2,790	–	–	0.02%	200
2015 Q1	$247K	Buy	+2,790	New	+$247K	0.02%	206

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cullinan Associates's NVS Position: Q3 2026 in Review

Cullinan Associates reduced its Novartis (NVS) stake by 11% in Q3 2026, selling an estimated $75.8K and leaving 4,200 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #152.

Cullinan Associates first reported a position in NVS in Q1 2015 and has held it in 47 quarters since. The position peaked at $737K in Q2 2026. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Cullinan Associates held 4,200 shares of Novartis worth $599K as of Q3 2026.
Cullinan Associates sold 500 Novartis shares in Q3 2026, an estimated $75.8K.
Novartis made up 0.04% of Cullinan Associates's portfolio in Q3 2026, its #152 holding.
Cullinan Associates first reported a position in Novartis in Q1 2015 and has held it in 47 quarters since.
Cullinan Associates's Novartis position peaked at $737K in Q2 2026.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Cullinan Associates's 13F filing for Q3 2026, filed 3 Nov 2026.