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Foster Dykema Cabot & Partners’s Novartis NVS Stock Holding History

Foster Dykema Cabot & Partners’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 		$167K Hold
1,094
– – 0.01% 126
2025
Q4 		$151K Hold
1,094
– – 0.01% 137
2025
Q3 		$140K Hold
1,094
– – 0.01% 151
2025
Q2 		$132K Hold
1,094
– – 0.01% 147
2025
Q1 		$126K Sell
1,094
-69
-6% -$7.35K 0.01% 146
2024
Q4 		$113K Sell
1,163
-103
-8% -$11K 0.01% 164
2024
Q3 		$146K Buy
1,266
+330
+35% +$37.4K 0.01% 151
2024
Q2 		$99.6K Hold
936
– – 0.01% 145
2024
Q1 		$94K Buy
+936
New +$96K 0.01% 145

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

Foster Dykema Cabot & Partners's NVS Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Novartis (NVS) position steady in Q1 2026 at 1,094 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #126.

Foster Dykema Cabot & Partners first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Foster Dykema Cabot & Partners held 1,094 shares of Novartis worth $167K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #126 holding.
  • Foster Dykema Cabot & Partners first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.