EI
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Ethic Inc’s Novartis NVS Stock Holding History

Ethic Inc’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 		$15.8M Buy
103,551
+9,686
+10% +$1.48M 0.25% 72
2025
Q4 		$12.9M Buy
93,865
+3,010
+3% +$394K 0.2% 97
2025
Q3 		$11.7M Buy
90,855
+9,507
+12% +$1.16M 0.19% 108
2025
Q2 		$9.76M Sell
81,348
-4,573
-5% -$515K 0.17% 118
2025
Q1 		$9.42M Sell
85,921
-33,752
-28% -$3.59M 0.19% 112
2024
Q4 		$11.6M Sell
119,673
-13,074
-10% -$1.39M 0.24% 81
2024
Q3 		$12.8M Sell
132,747
-8,210
-6% -$932K 0.32% 58
2024
Q2 		$15M Buy
140,957
+8,210
+6% +$824K 0.35% 48
2024
Q1 		$12.8M Buy
132,747
+7,987
+6% +$819K 0.32% 58
2023
Q4 		$12.6M Buy
124,760
+11,780
+10% +$1.14M 0.37% 42
2023
Q3 		$11.5M Buy
112,980
+13,489
+14% +$1.37M 0.4% 35
2023
Q2 		$10M Sell
99,491
-1,612
-2% -$161K 0.37% 41
2023
Q1 		$9.3M Sell
101,103
-2,691
-3% -$235K 0.38% 43
2022
Q4 		$9.42M Buy
103,794
+33,521
+48% +$2.82M 0.51% 31
2022
Q3 		$5.34M Sell
70,273
-11,612
-14% -$963K 0.36% 56
2022
Q2 		$6.92M Buy
81,885
+4,598
+6% +$403K 0.48% 33
2022
Q1 		$6.78M Buy
77,287
+37,008
+92% +$3.2M 0.47% 31
2021
Q4 		$3.52M Buy
40,279
+3,564
+10% +$296K 0.27% 86
2021
Q3 		$3M Buy
36,715
+12,850
+54% +$1.16M 0.31% 76
2021
Q2 		$2.18M Buy
23,865
+12,675
+113% +$1.13M 0.26% 87
2021
Q1 		$957K Buy
11,190
+2,162
+24% +$194K 0.17% 160
2020
Q4 		$853K Buy
9,028
+3,890
+76% +$340K 0.23% 108
2020
Q3 		$447K Sell
5,138
-221
-4% -$19.1K 0.17% 149
2020
Q2 		$468K Buy
5,359
+2,565
+92% +$221K 0.27% 110
2020
Q1 		$230K Buy
+2,794
New +$249K 0.19% 164

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

Ethic Inc's NVS Position: Q1 2026 in Review

Ethic Inc increased its Novartis (NVS) stake by 10% in Q1 2026, buying an estimated $1.48M and bringing the position to 103,551 shares worth $15.8M. The position accounts for 0.25% of the portfolio, ranked #72.

Ethic Inc first reported a position in NVS in Q1 2020 and has held it in 25 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Ethic Inc held 103,551 shares of Novartis worth $15.8M as of Q1 2026.
  • Ethic Inc bought 9,686 Novartis shares in Q1 2026, an estimated $1.48M.
  • Novartis made up 0.25% of Ethic Inc's portfolio in Q1 2026, its #72 holding.
  • Ethic Inc first reported a position in Novartis in Q1 2020 and has held it in 25 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.