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Gladstone Institutional Advisory’s Novartis NVS Stock Holding History

Gladstone Institutional Advisory’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 		$1.14M Sell
7,484
-1,315
-15% -$202K 0.04% 350
2025
Q4 		$1.21M Buy
8,799
+1,266
+17% +$166K 0.05% 335
2025
Q3 		$966K Buy
7,533
+476
+7% +$58.1K 0.04% 372
2025
Q2 		$854K Sell
7,057
-5
-0.1% -$564 0.04% 379
2025
Q1 		$787K Buy
7,062
+85
+1% +$9.05K 0.04% 373
2024
Q4 		$679K Sell
6,977
-190
-3% -$20.3K 0.03% 390
2024
Q3 		$824K Sell
7,167
-105
-1% -$11.9K 0.04% 349
2024
Q2 		$774K Buy
7,272
+597
+9% +$59.9K 0.04% 336
2024
Q1 		$646K Sell
6,675
-1,215
-15% -$125K 0.04% 368
2023
Q4 		$797K Sell
7,890
-212
-3% -$20.5K 0.04% 328
2023
Q3 		$825K Sell
8,102
-65
-0.8% -$6.6K 0.05% 292
2023
Q2 		$824K Sell
8,167
-64
-0.8% -$6.4K 0.05% 307
2023
Q1 		$757K Buy
8,231
+119
+1% +$10.4K 0.05% 336
2022
Q4 		$736K Buy
8,112
+89
+1% +$7.5K 0.05% 330
2022
Q3 		$610K Buy
8,023
+67
+0.8% +$5.55K 0.05% 353
2022
Q2 		$673K Sell
7,956
-1,294
-14% -$114K 0.05% 347
2022
Q1 		$812K Sell
9,250
-2,224
-19% -$193K 0.05% 339
2021
Q4 		$1M Sell
11,474
-3,093
-21% -$257K 0.08% 262
2021
Q3 		$1.19M Buy
14,567
+6,458
+80% +$581K 0.12% 210
2021
Q2 		$740K Buy
8,109
+3,713
+84% +$331K 0.09% 232
2021
Q1 		$376K Buy
4,396
+551
+14% +$49.4K 0.06% 284
2020
Q4 		$363K Sell
3,845
-450
-10% -$39.3K 0.07% 201
2020
Q3 		$374K Buy
4,295
+219
+5% +$19K 0.09% 170
2020
Q2 		$356K Sell
4,076
-453
-10% -$39.1K 0.09% 160
2020
Q1 		$374K Sell
4,529
-498
-10% -$44.4K 0.1% 165
2019
Q4 		$476K Sell
5,027
-701
-12% -$62.9K 0.12% 143
2019
Q3 		$498K Buy
5,728
+3,265
+133% +$293K 0.13% 141
2019
Q2 		$225K Buy
+2,463
New +$208K 0.07% 242

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

Gladstone Institutional Advisory's NVS Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Novartis (NVS) stake by 15% in Q1 2026, selling an estimated $202K and leaving 7,484 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #350.

Gladstone Institutional Advisory first reported a position in NVS in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.21M in Q4 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Gladstone Institutional Advisory held 7,484 shares of Novartis worth $1.14M as of Q1 2026.
  • Gladstone Institutional Advisory sold 1,315 Novartis shares in Q1 2026, an estimated $202K.
  • Novartis made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #350 holding.
  • Gladstone Institutional Advisory first reported a position in Novartis in Q2 2019 and has held it in 28 quarters since.
  • Gladstone Institutional Advisory's Novartis position peaked at $1.21M in Q4 2025.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.