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Excalibur Management’s Novartis NVS Stock Holding History

Excalibur 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 		$279K Hold
1,828
– – 0.1% 139
2025
Q4 		$252K Hold
1,828
– – 0.09% 144
2025
Q3 		$234K Hold
1,828
– – 0.09% 151
2025
Q2 		$221K Buy
1,828
+8
+0.4% +$902 0.08% 157
2025
Q1 		$203K Buy
+1,820
New +$194K 0.08% 160
2024
Q4 		– Sell
-1,820
Closed -$209K – 171
2024
Q3 		$209K Buy
+1,820
New +$207K 0.08% 157

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

Excalibur Management's NVS Position: Q1 2026 in Review

Excalibur Management held its Novartis (NVS) position steady in Q1 2026 at 1,828 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #139.

Excalibur Management first reported a position in NVS in Q3 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Excalibur Management held 1,828 shares of Novartis worth $279K as of Q1 2026.
  • Excalibur Management left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.1% of Excalibur Management's portfolio in Q1 2026, its #139 holding.
  • Excalibur Management first reported a position in Novartis in Q3 2024 and has held it in 6 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.