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Great Valley Advisor Group’s Novartis NVS Stock Holding History

Great Valley Advisor Group’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 		$3.14M Sell
20,582
-18,369
-47% -$2.82M 0.06% 289
2025
Q4 		$5.37M Sell
38,951
-8,319
-18% -$1.09M 0.1% 177
2025
Q3 		$6.06M Sell
47,270
-4,752
-9% -$580K 0.12% 161
2025
Q2 		$6.3M Buy
52,022
+37,429
+256% +$4.22M 0.14% 151
2025
Q1 		$1.63M Sell
14,593
-28,462
-66% -$3.03M 0.04% 353
2024
Q4 		$4.19M Buy
43,055
+3,391
+9% +$362K 0.09% 207
2024
Q3 		$4.56M Buy
39,664
+8,321
+27% +$944K 0.11% 180
2024
Q2 		$3.34M Buy
+31,343
New +$3.15M 0.09% 220
2023
Q4 		– Sell
-4,847
Closed -$493K – 741
2023
Q3 		$493K Buy
4,847
+1,162
+32% +$118K 0.02% 438
2023
Q2 		$372K Buy
+3,685
New +$369K 0.02% 507
2022
Q4 		– Sell
-3,576
Closed -$272K – 731
2022
Q3 		$272K Buy
3,576
+269
+8% +$22.3K 0.02% 553
2022
Q2 		$280K Buy
3,307
+823
+33% +$72.2K 0.02% 561
2022
Q1 		$217K Sell
2,484
-172
-6% -$14.9K 0.01% 551
2021
Q4 		$229K Sell
2,656
-594
-18% -$49.3K 0.01% 548
2021
Q3 		$265K Buy
+3,250
New +$292K 0.02% 491

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

Great Valley Advisor Group's NVS Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Novartis (NVS) stake by 47% in Q1 2026, selling an estimated $2.82M and leaving 20,582 shares worth $3.14M. The position accounts for 0.06% of the portfolio, ranked #289.

Great Valley Advisor Group first reported a position in NVS in Q3 2021 and has held it in 15 quarters since. The position peaked at $6.3M in Q2 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Great Valley Advisor Group held 20,582 shares of Novartis worth $3.14M as of Q1 2026.
  • Great Valley Advisor Group sold 18,369 Novartis shares in Q1 2026, an estimated $2.82M.
  • Novartis made up 0.06% of Great Valley Advisor Group's portfolio in Q1 2026, its #289 holding.
  • Great Valley Advisor Group first reported a position in Novartis in Q3 2021 and has held it in 15 quarters since.
  • Great Valley Advisor Group's Novartis position peaked at $6.3M in Q2 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.