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Dorsey & Whitney Trust’s Novartis NVS Stock Holding History

Dorsey & Whitney Trust’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 		$2.51M Buy
16,432
+96
+0.6% +$14.7K 0.14% 141
2025
Q4 		$2.25M Buy
16,336
+1,145
+8% +$150K 0.12% 154
2025
Q3 		$1.95M Buy
15,191
+6
+0% +$732 0.1% 167
2025
Q2 		$1.84M Sell
15,185
-863
-5% -$97.3K 0.1% 176
2025
Q1 		$1.79M Sell
16,048
-90
-0.6% -$9.58K 0.1% 180
2024
Q4 		$1.57M Sell
16,138
-164
-1% -$17.5K 0.09% 196
2024
Q3 		$1.88M Buy
16,302
+1,844
+13% +$209K 0.1% 168
2024
Q2 		$1.54M Sell
14,458
-669
-4% -$67.2K 0.11% 158
2024
Q1 		$1.46M Buy
15,127
+808
+6% +$82.8K 0.1% 171
2023
Q4 		$1.45M Buy
14,319
+254
+2% +$24.5K 0.11% 170
2023
Q3 		$1.43M Buy
14,065
+264
+2% +$26.8K 0.12% 151
2023
Q2 		$1.39M Buy
13,801
+2,624
+23% +$262K 0.12% 164
2023
Q1 		$1.03M Buy
11,177
+173
+2% +$15.1K 0.09% 198
2022
Q4 		$998K Buy
11,004
+2,368
+27% +$199K 0.1% 193
2022
Q3 		$656K Sell
8,636
-337
-4% -$27.9K 0.07% 241
2022
Q2 		$758K Sell
8,973
-194
-2% -$17K 0.08% 220
2022
Q1 		$805K Sell
9,167
-261
-3% -$22.6K 0.07% 233
2021
Q4 		$824K Buy
9,428
+352
+4% +$29.2K 0.07% 228
2021
Q3 		$741K Buy
9,076
+117
+1% +$10.5K 0.07% 229
2021
Q2 		$817K Sell
8,959
-3,948
-31% -$352K 0.08% 211
2021
Q1 		$1.1M Sell
12,907
-978
-7% -$87.8K 0.11% 180
2020
Q4 		$1.31M Sell
13,885
-70
-0.5% -$6.12K 0.15% 134
2020
Q3 		$1.21M Buy
13,955
+79
+0.6% +$6.84K 0.16% 136
2020
Q2 		$1.21M Buy
13,876
+73
+0.5% +$6.3K 0.17% 136
2020
Q1 		$1.14M Sell
13,803
-344
-2% -$30.7K 0.19% 121
2019
Q4 		$1.34M Buy
14,147
+44
+0.3% +$3.95K 0.18% 121
2019
Q3 		$1.23M Buy
14,103
+50
+0.4% +$4.49K 0.18% 125
2019
Q2 		$1.28M Sell
14,053
-612
-4% -$51.8K 0.2% 112
2019
Q1 		$1.26M Buy
14,665
+505
+4% +$40.5K 0.2% 109
2018
Q4 		$1.09M Buy
14,160
+498
+4% +$38.8K 0.19% 114
2018
Q3 		$1.05M Buy
13,662
+1,673
+14% +$124K 0.16% 124
2018
Q2 		$812K Sell
11,989
-1,171
-9% -$80.8K 0.14% 133
2018
Q1 		$954K Sell
13,160
-1,011
-7% -$77K 0.18% 112
2017
Q4 		$1.07M Sell
14,171
-1,235
-8% -$93.2K 0.2% 97
2017
Q3 		$1.19M Sell
15,406
-112
-0.7% -$8.46K 0.24% 92
2017
Q2 		$1.16M Sell
15,518
-862
-5% -$61.1K 0.23% 92
2017
Q1 		$1.09M Buy
16,380
+7,258
+80% +$484K 0.22% 91
2016
Q4 		$595K Sell
9,122
-75
-0.8% -$4.87K 0.14% 121
2016
Q3 		$652K Sell
9,197
-372
-4% -$27.1K 0.15% 117
2016
Q2 		$707K Buy
9,569
+710
+8% +$49.1K 0.16% 110
2016
Q1 		$575K Sell
8,859
-1,383
-14% -$94.1K 0.14% 118
2015
Q4 		$790K Sell
10,242
-42
-0.4% -$3.34K 0.21% 98
2015
Q3 		$848K Buy
10,284
+61
+0.6% +$5.43K 0.24% 89
2015
Q2 		$901K Sell
10,223
-718
-7% -$65.9K 0.23% 86
2015
Q1 		$968K Buy
10,941
+272
+3% +$24.1K 0.25% 87
2014
Q4 		$886K Buy
10,669
+6
+0.1% +$497 0.23% 86
2014
Q3 		$898K Hold
10,663
– – 0.24% 79
2014
Q2 		$865K Sell
10,663
-246
-2% -$19.3K 0.19% 81
2014
Q1 		$831K Buy
10,909
+1,228
+13% +$89.5K 0.19% 78
2013
Q4 		$697K Hold
9,681
– – 0.19% 98
2013
Q3 		$665K Sell
9,681
-396
-4% -$26.2K 0.2% 93
2013
Q2 		$638K Buy
+10,077
New +$656K 0.21% 93

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

Dorsey & Whitney Trust's NVS Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Novartis (NVS) stake by 0.59% in Q1 2026, buying an estimated $14.7K and bringing the position to 16,432 shares worth $2.51M. The position accounts for 0.14% of the portfolio, ranked #141.

Dorsey & Whitney Trust first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Dorsey & Whitney Trust held 16,432 shares of Novartis worth $2.51M as of Q1 2026.
  • Dorsey & Whitney Trust bought 96 Novartis shares in Q1 2026, an estimated $14.7K.
  • Novartis made up 0.14% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #141 holding.
  • Dorsey & Whitney Trust first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.