Greenspring Advisors’s Novartis NVS Stock Holding History

Greenspring Advisors’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	$723K	Buy	4,733 +437	+10%	+$67K	0.04%	144
2025 Q4	$592K	Buy	+4,296	New	+$563K	0.04%	165

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenspring Advisors's NVS Position: Q1 2026 in Review

Greenspring Advisors increased its Novartis (NVS) stake by 10% in Q1 2026, buying an estimated $67K and bringing the position to 4,733 shares worth $723K. The position accounts for 0.04% of the portfolio, ranked #144.

Greenspring Advisors first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Greenspring Advisors held 4,733 shares of Novartis worth $723K as of Q1 2026.
Greenspring Advisors bought 437 Novartis shares in Q1 2026, an estimated $67K.
Novartis made up 0.04% of Greenspring Advisors's portfolio in Q1 2026, its #144 holding.
Greenspring Advisors first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.