Guardian Partners’s Novartis NVS Stock Holding History

Guardian Partners’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	$1.24M	Sell	8,091 -49	-0.6%	-$7.51K	0.1%	109
2025 Q4	$1.24M	Buy	8,140 +6,000	+280%	+$786K	0.1%	117
2025 Q3	$282K	Hold	2,140	–	–	0.02%	158
2025 Q2	$263K	Hold	2,140	–	–	0.02%	163
2025 Q1	$236K	Sell	2,140 -35	-2%	-$3.73K	0.02%	159
2024 Q4	$218K	Buy	+2,175	New	+$232K	0.02%	159

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

Guardian Partners's NVS Position: Q1 2026 in Review

Guardian Partners reduced its Novartis (NVS) stake by 0.6% in Q1 2026, selling an estimated $7.51K and leaving 8,091 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #109.

Guardian Partners first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Guardian Partners held 8,091 shares of Novartis worth $1.24M as of Q1 2026.
Guardian Partners sold 49 Novartis shares in Q1 2026, an estimated $7.51K.
Novartis made up 0.1% of Guardian Partners's portfolio in Q1 2026, its #109 holding.
Guardian Partners first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
Guardian Partners's Novartis position peaked at $1.24M in Q4 2025.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.