Kanawha Capital Management’s Novartis NVS Stock Holding History

Kanawha Capital Management’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	$501K	Sell	3,279 -15	-0.5%	-$2.3K	0.04%	157
2025 Q4	$454K	Sell	3,294 -80	-2%	-$10.5K	0.03%	164
2025 Q3	$433K	Sell	3,374 -120	-3%	-$14.6K	0.03%	162
2025 Q2	$423K	Hold	3,494	–	–	0.03%	164
2025 Q1	$390K	Buy	3,494 +154	+5%	+$16.4K	0.03%	166
2024 Q4	$325K	Hold	3,340	–	–	0.03%	177
2024 Q3	$384K	Sell	3,340 -65	-2%	-$7.38K	0.03%	179
2024 Q2	$362K	Hold	3,405	–	–	0.03%	186
2024 Q1	$329K	Buy	3,405 +65	+2%	+$6.66K	0.03%	186
2023 Q4	$337K	Hold	3,340	–	–	0.03%	170
2023 Q3	$340K	Hold	3,340	–	–	0.03%	168
2023 Q2	$337K	Hold	3,340	–	–	0.03%	174
2023 Q1	$307K	Hold	3,340	–	–	0.03%	179
2022 Q4	$303K	Buy	3,340 +74	+2%	+$6.23K	0.03%	181
2022 Q3	$248K	Sell	3,266 -57	-2%	-$4.72K	0.03%	180
2022 Q2	$281K	Buy	3,323 +37	+1%	+$3.25K	0.03%	174
2022 Q1	$288K	Sell	3,286 -58	-2%	-$5.02K	0.03%	181
2021 Q4	$292K	Sell	3,344 -76	-2%	-$6.31K	0.02%	183
2021 Q3	$280K	Buy	3,420 +110	+3%	+$9.9K	0.03%	183
2021 Q2	$302K	Sell	3,310 -43	-1%	-$3.83K	0.03%	180
2021 Q1	$287K	Hold	3,353	–	–	0.03%	180
2020 Q4	$317K	Hold	3,353	–	–	0.03%	167
2020 Q3	$292K	Buy	3,353 +29	+0.9%	+$2.51K	0.03%	164
2020 Q2	$290K	Hold	3,324	–	–	0.04%	165
2020 Q1	$274K	Hold	3,324	–	–	0.04%	158
2019 Q4	$315K	Buy	3,324 +140	+4%	+$12.6K	0.04%	164
2019 Q3	$277K	Hold	3,184	–	–	0.04%	160
2019 Q2	$291K	Sell	3,184 -369	-10%	-$31.2K	0.04%	155
2019 Q1	$306K	Buy	3,553 +45	+1%	+$3.61K	0.04%	141
2018 Q4	$270K	Buy	3,508 +48	+1%	+$3.74K	0.04%	144
2018 Q3	$267K	Hold	3,460	–	–	0.04%	154
2018 Q2	$234K	Hold	3,460	–	–	0.03%	160
2018 Q1	$251K	Hold	3,460	–	–	0.04%	153
2017 Q4	$260K	Hold	3,460	–	–	0.04%	150
2017 Q3	$266K	Hold	3,460	–	–	0.04%	149
2017 Q2	$259K	Hold	3,460	–	–	0.04%	149
2017 Q1	$230K	Hold	3,460	–	–	0.04%	159
2016 Q4	$226K	Hold	3,460	–	–	0.04%	156
2016 Q3	$245K	Hold	3,460	–	–	0.04%	154
2016 Q2	$256K	Hold	3,460	–	–	0.04%	153
2016 Q1	$225K	Buy	3,460 +112	+3%	+$7.62K	0.04%	162
2015 Q4	$258K	Hold	3,348	–	–	0.05%	142
2015 Q3	$276K	Hold	3,348	–	–	0.05%	134
2015 Q2	$295K	Hold	3,348	–	–	0.05%	139
2015 Q1	$296K	Hold	3,348	–	–	0.05%	137
2014 Q4	$278K	Hold	3,348	–	–	0.05%	135
2014 Q3	$282K	Hold	3,348	–	–	0.05%	134
2014 Q2	$272K	Hold	3,348	–	–	0.05%	139
2014 Q1	$255K	Hold	3,348	–	–	0.05%	138
2013 Q4	$241K	Hold	3,348	–	–	0.05%	137
2013 Q3	$230K	Hold	3,348	–	–	0.05%	136
2013 Q2	$212K	Buy	+3,348	New	+$218K	0.05%	140

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

Kanawha Capital Management's NVS Position: Q1 2026 in Review

Kanawha Capital Management reduced its Novartis (NVS) stake by 0.46% in Q1 2026, selling an estimated $2.3K and leaving 3,279 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #157.

Kanawha Capital Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Kanawha Capital Management held 3,279 shares of Novartis worth $501K as of Q1 2026.
Kanawha Capital Management sold 15 Novartis shares in Q1 2026, an estimated $2.3K.
Novartis made up 0.04% of Kanawha Capital Management's portfolio in Q1 2026, its #157 holding.
Kanawha Capital Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.