Forum Financial Management’s Novartis NVS Stock Holding History

Forum Financial 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	–	Sell	-25,365	Closed	-$3.5M	–	766
2025 Q4	$3.5M	Buy	25,365 +758	+3%	+$99.3K	0.05%	92
2025 Q3	$3.16M	Hold	24,607	–	–	0.04%	96
2025 Q2	$2.98M	Buy	24,607 +88	+0.4%	+$9.92K	0.05%	87
2025 Q1	$2.73M	Sell	24,519 -34	-0.1%	-$3.62K	0.05%	87
2024 Q4	$2.39M	Buy	24,553 +731	+3%	+$78K	0.04%	98
2024 Q3	$2.74M	Hold	23,822	–	–	0.05%	77
2024 Q2	$2.54M	Hold	23,822	–	–	0.05%	75
2024 Q1	$2.3M	Hold	23,822	–	–	0.04%	96
2023 Q4	$2.41M	Sell	23,822 -52	-0.2%	-$5.02K	0.05%	78
2023 Q3	$2.43M	Sell	23,874 -1,341	-5%	-$136K	0.05%	73
2023 Q2	$2.54M	Buy	25,215 +1,374	+6%	+$137K	0.06%	67
2023 Q1	$2.19M	Sell	23,841 -1,094	-4%	-$95.5K	0.06%	72
2022 Q4	$2.26M	Hold	24,935	–	–	0.07%	65
2022 Q3	$1.9M	Hold	24,935	–	–	0.09%	62
2022 Q2	$2.11M	Hold	24,935	–	–	0.11%	59
2022 Q1	$2.19M	Sell	24,935 -14	-0.1%	-$1.21K	0.11%	54
2021 Q4	$2.18M	Buy	+24,949	New	+$2.07M	0.11%	58

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Forum Financial Management's NVS Position: Q1 2026 in Review

Forum Financial Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 25,365 shares — an estimated $3.5M sold.

Forum Financial Management first reported a position in NVS in Q4 2021 and held it in 17 quarters. The position peaked at $3.5M in Q4 2025. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Forum Financial Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 25,365 Novartis shares in Q1 2026, an estimated $3.5M.
Forum Financial Management first reported a position in Novartis in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Novartis position peaked at $3.5M in Q4 2025.
1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.