Inscription Capital’s Novartis NVS Stock Holding History

Inscription Capital’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	$433K	Buy	2,835 +544	+24%	+$83.4K	0.05%	397
2025 Q4	$316K	Buy	2,291 +19	+0.8%	+$2.49K	0.03%	473
2025 Q3	$291K	Buy	2,272 +324	+17%	+$39.5K	0.03%	489
2025 Q2	$236K	Buy	+1,948	New	+$220K	0.03%	427
2021 Q3	–	Sell	-6,806	Closed	-$621K	–	344
2021 Q2	$621K	Buy	+6,806	New	+$606K	0.07%	176
2020 Q3	–	Sell	-3,420	Closed	-$299K	–	179
2020 Q2	$299K	Sell	3,420 -1,112	-25%	-$96K	0.17%	105
2020 Q1	$374K	Sell	4,532 -147	-3%	-$13.1K	0.25%	80
2019 Q4	$443K	Sell	4,679 -25	-0.5%	-$2.24K	0.2%	98
2019 Q3	$409K	Sell	4,704 -543	-10%	-$48.8K	0.22%	98
2019 Q2	$476K	Sell	5,247 -1,603	-23%	-$136K	0.36%	58
2019 Q1	$590K	Sell	6,850 -234	-3%	-$18.8K	0.31%	58
2018 Q4	$545K	Buy	+7,084	New	+$551K	0.3%	59

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

Inscription Capital's NVS Position: Q1 2026 in Review

Inscription Capital increased its Novartis (NVS) stake by 24% in Q1 2026, buying an estimated $83.4K and bringing the position to 2,835 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #397.

Inscription Capital first reported a position in NVS in Q4 2018 and has held it in 12 quarters since. The position peaked at $621K in Q2 2021. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Inscription Capital held 2,835 shares of Novartis worth $433K as of Q1 2026.
Inscription Capital bought 544 Novartis shares in Q1 2026, an estimated $83.4K.
Novartis made up 0.05% of Inscription Capital's portfolio in Q1 2026, its #397 holding.
Inscription Capital first reported a position in Novartis in Q4 2018 and has held it in 12 quarters since.
Inscription Capital's Novartis position peaked at $621K in Q2 2021.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.