DGS Capital Management’s Novartis NVS Stock Holding History

DGS Capital 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	$3.23M	Buy	21,135 +276	+1%	+$42.3K	0.53%	30
2025 Q4	$2.88M	Buy	20,859 +1,133	+6%	+$148K	0.49%	31
2025 Q3	$2.53M	Buy	19,726 +1,146	+6%	+$140K	0.46%	34
2025 Q2	$2.25M	Buy	18,580 +3,508	+23%	+$395K	0.46%	35
2025 Q1	$1.68M	Buy	15,072 +2,471	+20%	+$263K	0.44%	40
2024 Q4	$1.23M	Buy	12,601 +1,918	+18%	+$205K	0.31%	54
2024 Q3	$1.23M	Buy	10,683 +532	+5%	+$60.4K	0.33%	57
2024 Q2	$1.08M	Buy	10,151 +744	+8%	+$74.7K	0.3%	60
2024 Q1	$910K	Buy	9,407 +102	+1%	+$10.5K	0.26%	68
2023 Q4	$940K	Buy	9,305 +576	+7%	+$55.6K	0.36%	49
2023 Q3	$889K	Buy	8,729 +445	+5%	+$45.2K	0.43%	46
2023 Q2	$836K	Sell	8,284 -138	-2%	-$13.8K	0.42%	48
2023 Q1	$775K	Sell	8,422 -3,084	-27%	-$269K	0.43%	45
2022 Q4	$1.04M	Buy	11,506 +1,078	+10%	+$90.8K	0.68%	26
2022 Q3	$793K	Sell	10,428 -2,757	-21%	-$229K	0.53%	28
2022 Q2	$1.11M	Buy	13,185 +1,117	+9%	+$98K	0.9%	17
2022 Q1	$1.06M	Buy	12,068 +6,581	+120%	+$570K	0.65%	24
2021 Q4	$480K	Buy	+5,487	New	+$456K	0.3%	59

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DGS Capital Management's NVS Position: Q1 2026 in Review

DGS Capital Management increased its Novartis (NVS) stake by 1.3% in Q1 2026, buying an estimated $42.3K and bringing the position to 21,135 shares worth $3.23M. The position accounts for 0.53% of the portfolio, ranked #30.

DGS Capital Management first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

DGS Capital Management held 21,135 shares of Novartis worth $3.23M as of Q1 2026.
DGS Capital Management bought 276 Novartis shares in Q1 2026, an estimated $42.3K.
Novartis made up 0.53% of DGS Capital Management's portfolio in Q1 2026, its #30 holding.
DGS Capital Management first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.