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Horizon Investments’s Novartis NVS Stock Holding History

Horizon Investments’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 		$11K Buy
72
+56
+350% +$8.58K ﹤0.01% 1198
2025
Q4 		$2.21K Sell
16
-18
-53% -$2.36K ﹤0.01% 1205
2025
Q3 		$4.36K Buy
+34
New +$4.15K ﹤0.01% 1069
2025
Q2 		– Sell
-32
Closed -$3.57K – 1129
2025
Q1 		$3.57K Sell
32
-5
-14% -$532 ﹤0.01% 691
2024
Q4 		$3.6K Sell
37
-1
-3% -$107 ﹤0.01% 693
2024
Q3 		$4.37K Sell
38
-6
-14% -$681 ﹤0.01% 666
2024
Q2 		$4.68K Buy
44
+4
+10% +$402 ﹤0.01% 673
2024
Q1 		$3.87K Buy
40
+21
+111% +$2.15K ﹤0.01% 656
2023
Q4 		$1.92K Buy
+19
New +$1.83K ﹤0.01% 650
2020
Q3 		– Sell
-66,138
Closed -$5.78M – 437
2020
Q2 		$5.78M Buy
66,138
+20,785
+46% +$1.79M 0.14% 76
2020
Q1 		$3.74M Buy
+45,353
New +$4.05M 0.18% 43
2018
Q4 		– Sell
-22,965
Closed -$1.77M – 276
2018
Q3 		$1.77M Buy
22,965
+11,756
+105% +$869K 0.06% 99
2018
Q2 		$759K Sell
11,209
-25
-0.2% -$1.73K 0.03% 158
2018
Q1 		$814K Sell
11,234
-6,488
-37% -$494K 0.04% 129
2017
Q4 		$1.28M Buy
17,722
+516
+3% +$38.9K 0.08% 84
2017
Q3 		$1.24M Buy
17,206
+6,868
+66% +$519K 0.07% 75
2017
Q2 		$745K Buy
+10,338
New +$733K 0.04% 92

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 1-Year Est. Return

Horizon Investments's NVS Position: Q1 2026 in Review

Horizon Investments increased its Novartis (NVS) stake by 350% in Q1 2026, buying an estimated $8.58K and bringing the position to 72 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Horizon Investments first reported a position in NVS in Q2 2017 and has held it in 17 quarters since. The position peaked at $5.78M in Q2 2020. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Horizon Investments held 72 shares of Novartis worth $11K as of Q1 2026.
  • Horizon Investments bought 56 Novartis shares in Q1 2026, an estimated $8.58K.
  • Novartis made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1198 holding.
  • Horizon Investments first reported a position in Novartis in Q2 2017 and has held it in 17 quarters since.
  • Horizon Investments's Novartis position peaked at $5.78M in Q2 2020.
  • 1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.