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Delphi Management’s Novartis NVS Stock Holding History

Delphi Management’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 		$1.22M Sell
7,988
-3,735
-32% -$573K 1.46% 22
2025
Q4 		$1.62M Sell
11,723
-341
-3% -$44.7K 1.57% 7
2025
Q3 		$1.55M Sell
12,064
-83
-0.7% -$10.1K 1.44% 18
2025
Q2 		$1.47M Sell
12,147
-1,152
-9% -$130K 1.42% 20
2025
Q1 		$1.48M Sell
13,299
-1,010
-7% -$108K 1.51% 12
2024
Q4 		$1.39M Buy
14,309
+1,128
+9% +$120K 1.35% 41
2024
Q3 		$1.52M Sell
13,181
-3,701
-22% -$420K 1.38% 29
2024
Q2 		$1.8M Buy
16,882
+403
+2% +$40.5K 1.47% 22
2024
Q1 		$1.59M Buy
16,479
+1,329
+9% +$136K 1.24% 54
2023
Q4 		$1.53M Buy
15,150
+1,793
+13% +$173K 1.41% 28
2023
Q3 		$1.36M Buy
13,357
+636
+5% +$64.6K 1.39% 20
2023
Q2 		$1.28M Buy
+12,721
New +$1.27M 1.33% 36
2022
Q4 		$1.35M Buy
+14,858
New +$1.25M 1.63% 14
2021
Q4 		$1.47M Buy
16,787
+3,314
+25% +$275K 1.38% 23
2021
Q3 		$1.1M Buy
13,473
+168
+1% +$15.1K 1.13% 40
2021
Q2 		$1.21M Buy
13,305
+431
+3% +$38.4K 1.16% 40
2021
Q1 		$1.1M Buy
+12,874
New +$1.16M 1.17% 51

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

Delphi Management's NVS Position: Q1 2026 in Review

Delphi Management reduced its Novartis (NVS) stake by 32% in Q1 2026, selling an estimated $573K and leaving 7,988 shares worth $1.22M. The position accounts for 1.46% of the portfolio, ranked #22.

Delphi Management first reported a position in NVS in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.8M in Q2 2024. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Delphi Management held 7,988 shares of Novartis worth $1.22M as of Q1 2026.
  • Delphi Management sold 3,735 Novartis shares in Q1 2026, an estimated $573K.
  • Novartis made up 1.46% of Delphi Management's portfolio in Q1 2026, its #22 holding.
  • Delphi Management first reported a position in Novartis in Q1 2021 and has held it in 17 quarters since.
  • Delphi Management's Novartis position peaked at $1.8M in Q2 2024.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Delphi Management's 13F filing for Q1 2026, filed 20 Apr 2026.