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GF Fund Management’s Novartis NVS Stock Holding History

GF Fund 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 		$388K Sell
2,542
-1,730
-40% -$265K 0.01% 238
2025
Q4 		$589K Buy
4,272
+1,730
+68% +$227K 0.01% 217
2025
Q3 		$326K Hold
2,542
– – 0.01% 246
2025
Q2 		$308K Buy
+2,542
New +$287K 0.01% 289

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

GF Fund Management's NVS Position: Q1 2026 in Review

GF Fund Management reduced its Novartis (NVS) stake by 40% in Q1 2026, selling an estimated $265K and leaving 2,542 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #238.

GF Fund Management first reported a position in NVS in Q2 2025 and has held it in 4 quarters since. The position peaked at $589K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • GF Fund Management held 2,542 shares of Novartis worth $388K as of Q1 2026.
  • GF Fund Management sold 1,730 Novartis shares in Q1 2026, an estimated $265K.
  • Novartis made up 0.01% of GF Fund Management's portfolio in Q1 2026, its #238 holding.
  • GF Fund Management first reported a position in Novartis in Q2 2025 and has held it in 4 quarters since.
  • GF Fund Management's Novartis position peaked at $589K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on GF Fund Management's 13F filing for Q1 2026, filed 15 Apr 2026.