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Jackson Hole Capital Partners’s Novartis NVS Stock Holding History

Jackson Hole Capital 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 		$233K Hold
1,525
– – 0.04% 210
2025
Q4 		$210K Buy
+1,525
New +$200K 0.04% 212

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jackson Hole Capital Partners's NVS Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Novartis (NVS) position steady in Q1 2026 at 1,525 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #210.

Jackson Hole Capital Partners first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. 1,603 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Jackson Hole Capital Partners held 1,525 shares of Novartis worth $233K as of Q1 2026.
  • Jackson Hole Capital Partners left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.04% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #210 holding.
  • Jackson Hole Capital Partners first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
  • 1,603 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.