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Foresight Global Investors’s Novartis NVS Stock Holding History

Foresight Global Investors’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 		$26.3M Sell
172,053
-30
-0% -$4.6K 17.06% 2
2025
Q4 		$23.7M Buy
172,083
+400
+0.2% +$52.4K 11.17% 2
2025
Q3 		$22M Buy
171,683
+6,759
+4% +$825K 13.07% 2
2025
Q2 		$20M Sell
164,924
-22,901
-12% -$2.58M 14.17% 2
2025
Q1 		$20.9M Sell
187,825
-44,541
-19% -$4.74M 14.72% 2
2024
Q4 		$22.6M Buy
232,366
+7,550
+3% +$805K 16.52% 3
2024
Q3 		$25.9M Buy
224,816
+53,520
+31% +$6.07M 14.03% 2
2024
Q2 		$18.2M Sell
171,296
-26,079
-13% -$2.62M 8.77% 4
2024
Q1 		$19.1M Buy
197,375
+65,400
+50% +$6.71M 9.4% 4
2023
Q4 		$13.3M Buy
131,975
+34,475
+35% +$3.33M 7.64% 7
2023
Q3 		$9.4M Buy
+97,500
New +$9.9M 5.23% 10

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

Foresight Global Investors's NVS Position: Q1 2026 in Review

Foresight Global Investors reduced its Novartis (NVS) stake by 0.02% in Q1 2026, selling an estimated $4.6K and leaving 172,053 shares worth $26.3M. The position accounts for 17.06% of the portfolio, ranked #2.

Foresight Global Investors first reported a position in NVS in Q3 2023 and has held it in 11 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Foresight Global Investors held 172,053 shares of Novartis worth $26.3M as of Q1 2026.
  • Foresight Global Investors sold 30 Novartis shares in Q1 2026, an estimated $4.6K.
  • Novartis made up 17.06% of Foresight Global Investors's portfolio in Q1 2026, its #2 holding.
  • Foresight Global Investors first reported a position in Novartis in Q3 2023 and has held it in 11 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Foresight Global Investors's 13F filing for Q1 2026, filed 13 May 2026.