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Haven Private’s Novartis NVS Stock Holding History

Haven Private’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 		$558K Buy
3,654
+105
+3% +$16.1K 0.24% 91
2025
Q4 		$489K Buy
3,549
+150
+4% +$19.6K 0.21% 102
2025
Q3 		$436K Sell
3,399
-2,169
-39% -$265K 0.19% 110
2025
Q2 		$674K Buy
5,568
+2,480
+80% +$280K 0.3% 79
2025
Q1 		$344K Buy
3,088
+149
+5% +$15.9K 0.19% 105
2024
Q4 		$286K Buy
+2,939
New +$313K 0.16% 121

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

Haven Private's NVS Position: Q1 2026 in Review

Haven Private increased its Novartis (NVS) stake by 3% in Q1 2026, buying an estimated $16.1K and bringing the position to 3,654 shares worth $558K. The position accounts for 0.24% of the portfolio, ranked #91.

Haven Private first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $674K in Q2 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Haven Private held 3,654 shares of Novartis worth $558K as of Q1 2026.
  • Haven Private bought 105 Novartis shares in Q1 2026, an estimated $16.1K.
  • Novartis made up 0.24% of Haven Private's portfolio in Q1 2026, its #91 holding.
  • Haven Private first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • Haven Private's Novartis position peaked at $674K in Q2 2025.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.