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Denali Advisors’s Novartis NVS Stock Holding History

Denali 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 		$2.08M Sell
13,593
-5
-0% -$766 0.23% 114
2025
Q4 		$1.87M Buy
13,598
+39
+0.3% +$5.11K 0.21% 113
2025
Q3 		$1.74M Sell
13,559
-8,254
-38% -$1.01M 0.2% 123
2025
Q2 		$2.64M Sell
21,813
-123
-0.6% -$13.9K 0.27% 100
2025
Q1 		$2.45M Sell
21,936
-176
-0.8% -$18.7K 0.28% 107
2024
Q4 		$2.15M Buy
22,112
+417
+2% +$44.5K 0.23% 128
2024
Q3 		$2.5M Buy
+21,695
New +$2.46M 0.27% 111

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

Denali Advisors's NVS Position: Q1 2026 in Review

Denali Advisors reduced its Novartis (NVS) stake by 0.04% in Q1 2026, selling an estimated $766 and leaving 13,593 shares worth $2.08M. The position accounts for 0.23% of the portfolio, ranked #114.

Denali Advisors first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q2 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Denali Advisors held 13,593 shares of Novartis worth $2.08M as of Q1 2026.
  • Denali Advisors sold 5 Novartis shares in Q1 2026, an estimated $766.
  • Novartis made up 0.23% of Denali Advisors's portfolio in Q1 2026, its #114 holding.
  • Denali Advisors first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
  • Denali Advisors's Novartis position peaked at $2.64M in Q2 2025.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.