EPAM
NVS icon

Euro Pacific Asset Management’s Novartis NVS Stock Holding History

Euro Pacific Asset 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 		$5.75M Sell
41,588
-643
-2% -$98.6K 0.57% 39
2025
Q4 		$5.49M Sell
42,231
-49,536
-54% -$6.49M 0.61% 37
2025
Q3 		$11.4M Sell
91,767
-1,291
-1% -$158K 1.38% 22
2025
Q2 		$11.3M Sell
93,058
-903
-1% -$102K 1.82% 16
2025
Q1 		$10.5M Sell
93,961
-1,257
-1% -$134K 1.9% 20
2024
Q4 		$9.28M Sell
95,218
-2,006
-2% -$214K 2% 21
2024
Q3 		$11.2M Sell
97,224
-1,185
-1% -$134K 2.06% 22
2024
Q2 		$10.5M Sell
98,409
-957
-1% -$96.1K 2.08% 22
2024
Q1 		$9.56M Sell
99,366
-10,077
-9% -$1.03M 1.95% 24
2023
Q4 		$11.1M Buy
109,443
+20
+0% +$1.93K 2.37% 19
2023
Q3 		$11.2M Sell
109,423
-17,184
-14% -$1.74M 2.62% 18
2023
Q2 		$12.6M Buy
126,607
+2,467
+2% +$247K 2.75% 15
2023
Q1 		$11.4M Buy
124,140
+269
+0.2% +$23.5K 2.45% 18
2022
Q4 		$11.3M Buy
123,871
+329
+0.3% +$27.7K 2.54% 13
2022
Q3 		$9.42M Sell
123,542
-330
-0.3% -$27.4K 2.47% 20
2022
Q2 		$10.5M Buy
123,872
+2,577
+2% +$226K 2.48% 21
2022
Q1 		$10.7M Buy
121,295
+19,933
+20% +$1.73M 2.09% 26
2021
Q4 		$8.94M Buy
101,362
+10,830
+12% +$899K 2.01% 27
2021
Q3 		$7.51M Buy
90,532
+4,486
+5% +$404K 1.96% 24
2021
Q2 		$7.85M Buy
86,046
+2,912
+4% +$259K 1.91% 24
2021
Q1 		$7.11M Sell
83,134
-1,211
-1% -$109K 1.82% 27
2020
Q4 		$7.96M Buy
84,345
+1,536
+2% +$134K 1.93% 23
2020
Q3 		$7.2M Buy
82,809
+102
+0.1% +$8.84K 1.82% 21
2020
Q2 		$7.05M Sell
82,707
-664
-0.8% -$57.3K 1.97% 21
2020
Q1 		$7.22M Sell
83,371
-44,226
-35% -$3.95M 2.39% 18
2019
Q4 		$12.1M Buy
+127,597
New +$11.4M 4.37% 6

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

Euro Pacific Asset Management's NVS Position: Q1 2026 in Review

Euro Pacific Asset Management reduced its Novartis (NVS) stake by 1.5% in Q1 2026, selling an estimated $98.6K and leaving 41,588 shares worth $5.75M. The position accounts for 0.57% of the portfolio, ranked #39.

Euro Pacific Asset Management first reported a position in NVS in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.6M in Q2 2023. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Euro Pacific Asset Management held 41,588 shares of Novartis worth $5.75M as of Q1 2026.
  • Euro Pacific Asset Management sold 643 Novartis shares in Q1 2026, an estimated $98.6K.
  • Novartis made up 0.57% of Euro Pacific Asset Management's portfolio in Q1 2026, its #39 holding.
  • Euro Pacific Asset Management first reported a position in Novartis in Q4 2019 and has held it in 26 quarters since.
  • Euro Pacific Asset Management's Novartis position peaked at $12.6M in Q2 2023.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Euro Pacific Asset Management's 13F filing for Q1 2026, filed 6 May 2026.