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Evelyn Partners Investment Management’s Novartis NVS Stock Holding History

Evelyn Partners Investment 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 		$107K Hold
700
– – ﹤0.01% 242
2025
Q4 		$96.5K Hold
700
– – ﹤0.01% 244
2025
Q3 		$89.8K Hold
700
– – ﹤0.01% 247
2025
Q2 		$84.7K Hold
700
– – ﹤0.01% 248
2025
Q1 		$78K Hold
700
– – ﹤0.01% 251
2024
Q4 		$68.1K Buy
+700
New +$74.6K ﹤0.01% 262

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Evelyn Partners Investment Management's NVS Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Novartis (NVS) position steady in Q1 2026 at 700 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Evelyn Partners Investment Management first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Evelyn Partners Investment Management held 700 shares of Novartis worth $107K as of Q1 2026.
  • Evelyn Partners Investment Management left its Novartis share count unchanged in Q1 2026.
  • Novartis made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #242 holding.
  • Evelyn Partners Investment Management first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.