Frank Rimerman Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.75M Buy
11,444
+176
+2% +$27K 0.11% 143
2025
Q4
$1.55M Buy
11,268
+1,817
+19% +$238K 0.1% 158
2025
Q3
$1.21M Buy
9,451
+3,830
+68% +$467K 0.08% 203
2025
Q2
$680K Buy
5,621
+2,910
+107% +$328K 0.05% 288
2025
Q1
$302K Buy
+2,711
New +$289K 0.02% 408
2024
Q4
Sell
-1,750
Closed -$201K 550
2024
Q3
$201K Sell
1,750
-522
-23% -$59.2K 0.01% 517
2024
Q2
$242K Buy
+2,272
New +$228K 0.02% 490

Other funds holding NVS

Frank Rimerman Advisors's NVS Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Novartis (NVS) stake by 1.6% in Q1 2026, buying an estimated $27K and bringing the position to 11,444 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #143.

Frank Rimerman Advisors first reported a position in NVS in Q2 2024 and has held it in 7 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Frank Rimerman Advisors held 11,444 shares of Novartis worth $1.75M as of Q1 2026.
  • Frank Rimerman Advisors bought 176 Novartis shares in Q1 2026, an estimated $27K.
  • Novartis made up 0.11% of Frank Rimerman Advisors's portfolio in Q1 2026, its #143 holding.
  • Frank Rimerman Advisors first reported a position in Novartis in Q2 2024 and has held it in 7 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.