EFMC
NVS icon

Empire Financial Management Company’s Novartis NVS Stock Holding History

Empire Financial Management Company’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 		$2.44M Sell
15,997
-487
-3% -$74.7K 0.55% 58
2025
Q4 		$2.27M Buy
16,484
+146
+0.9% +$19.1K 0.49% 62
2025
Q3 		$2.1M Buy
16,338
+399
+3% +$48.7K 0.48% 67
2025
Q2 		$1.93M Buy
15,939
+244
+2% +$27.5K 0.56% 54
2025
Q1 		$1.75M Buy
15,695
+422
+3% +$44.9K 0.54% 62
2024
Q4 		$1.49M Buy
15,273
+899
+6% +$95.9K 0.46% 67
2024
Q3 		$1.65M Sell
14,374
-454
-3% -$51.5K 0.51% 64
2024
Q2 		$1.58M Buy
14,828
+167
+1% +$16.8K 0.52% 64
2024
Q1 		$1.42M Buy
14,661
+4,595
+46% +$471K 0.47% 67
2023
Q4 		$1.02M Buy
10,066
+81
+0.8% +$7.82K 0.4% 68
2023
Q3 		$1.02M Sell
9,985
-127
-1% -$12.9K 0.44% 66
2023
Q2 		$1.02M Sell
10,112
-373
-4% -$37.3K 0.41% 67
2023
Q1 		$965K Buy
+10,485
New +$916K 0.39% 73

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

Empire Financial Management Company's NVS Position: Q1 2026 in Review

Empire Financial Management Company reduced its Novartis (NVS) stake by 3% in Q1 2026, selling an estimated $74.7K and leaving 15,997 shares worth $2.44M. The position accounts for 0.55% of the portfolio, ranked #58.

Empire Financial Management Company first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Empire Financial Management Company held 15,997 shares of Novartis worth $2.44M as of Q1 2026.
  • Empire Financial Management Company sold 487 Novartis shares in Q1 2026, an estimated $74.7K.
  • Novartis made up 0.55% of Empire Financial Management Company's portfolio in Q1 2026, its #58 holding.
  • Empire Financial Management Company first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.