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Fairscale Capital’s Novartis NVS Stock Holding History

Fairscale Capital’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 		$257K Hold
1,681
– – 0.18% 80
2025
Q4 		$232K Hold
1,681
– – 0.15% 83
2025
Q3 		$216K Hold
1,681
– – 0.15% 88
2025
Q2 		$191K Buy
1,681
+130
+8% +$14.7K 0.14% 89
2025
Q1 		$173K Hold
1,551
– – 0.16% 87
2024
Q4 		$151K Hold
1,551
– – 0.13% 88
2024
Q3 		$178K Hold
1,551
– – 0.16% 80
2024
Q2 		$171K Buy
+1,551
New +$156K 0.15% 83

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

Fairscale Capital's NVS Position: Q1 2026 in Review

Fairscale Capital held its Novartis (NVS) position steady in Q1 2026 at 1,681 shares worth $257K. The position accounts for 0.18% of the portfolio, ranked #80.

Fairscale Capital first reported a position in NVS in Q2 2024 and has held it in 8 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Fairscale Capital held 1,681 shares of Novartis worth $257K as of Q1 2026.
  • Fairscale Capital left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.18% of Fairscale Capital's portfolio in Q1 2026, its #80 holding.
  • Fairscale Capital first reported a position in Novartis in Q2 2024 and has held it in 8 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.