KCM Investment Advisors’s Novartis NVS Stock Holding History

KCM Investment Advisors’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	$1.39M	Sell	9,098 -61	-0.7%	-$9.35K	0.05%	190
2025 Q4	$1.26M	Sell	9,159 -440	-5%	-$57.6K	0.04%	198
2025 Q3	$1.23M	Sell	9,599 -650	-6%	-$79.3K	0.04%	202
2025 Q2	$1.24M	Buy	10,249 +463	+5%	+$52.2K	0.04%	196
2025 Q1	$1.09M	Buy	9,786 +141	+1%	+$15K	0.04%	195
2024 Q4	$939K	Sell	9,645 -102	-1%	-$10.9K	0.03%	209
2024 Q3	$1.12M	Sell	9,747 -77	-0.8%	-$8.74K	0.04%	202
2024 Q2	$1.05M	Sell	9,824 -204	-2%	-$20.5K	0.04%	209
2024 Q1	$970K	Sell	10,028 -111	-1%	-$11.4K	0.04%	213
2023 Q4	$1.02M	Sell	10,139 -448	-4%	-$43.2K	0.04%	210
2023 Q3	$1.08M	Sell	10,587 -191	-2%	-$19.4K	0.05%	195
2023 Q2	$1.09M	Sell	10,778 -611	-5%	-$61.1K	0.04%	198
2023 Q1	$1.05M	Buy	11,389 +394	+4%	+$34.4K	0.04%	208
2022 Q4	$997K	Buy	10,995 +211	+2%	+$17.8K	0.04%	206
2022 Q3	$820K	Buy	10,784 +1,423	+15%	+$118K	0.04%	217
2022 Q2	$791K	Sell	9,361 -176	-2%	-$15.4K	0.03%	226
2022 Q1	$837K	Buy	9,537 +971	+11%	+$84.1K	0.03%	230
2021 Q4	$749K	Buy	8,566 +1,277	+18%	+$106K	0.03%	240
2021 Q3	$596K	Sell	7,289 -79	-1%	-$7.11K	0.02%	255
2021 Q2	$672K	Sell	7,368 -6,010	-45%	-$535K	0.03%	234
2021 Q1	$1.14M	Sell	13,378 -639	-5%	-$57.3K	0.05%	186
2020 Q4	$1.32M	Buy	14,017 +639	+5%	+$55.8K	0.06%	165
2020 Q3	$1.16M	Sell	13,378 -1,219	-8%	-$106K	0.06%	161
2020 Q2	$1.27M	Buy	14,597 +1,737	+14%	+$150K	0.07%	159
2020 Q1	$1.06M	Buy	12,860 +3,443	+37%	+$307K	0.07%	155
2019 Q4	$892K	Buy	9,417 +3,823	+68%	+$343K	0.05%	190
2019 Q3	$486K	Buy	5,594 +446	+9%	+$40K	0.03%	240
2019 Q2	$470K	Sell	5,148 -721	-12%	-$61K	0.03%	242
2019 Q1	$506K	Buy	5,869 +102	+2%	+$8.19K	0.03%	221
2018 Q4	$443K	Sell	5,767 -1,418	-20%	-$110K	0.03%	353
2018 Q3	$555K	Sell	7,185 -1,570	-18%	-$116K	0.03%	336
2018 Q2	$593K	Sell	8,755 -23,276	-73%	-$1.61M	0.04%	318
2018 Q1	$2.32M	Sell	32,031 -7,915	-20%	-$603K	0.14%	148
2017 Q4	$3M	Sell	39,946 -1,515	-4%	-$114K	0.18%	131
2017 Q3	$3.19M	Buy	41,461 +3,664	+10%	+$277K	0.19%	126
2017 Q2	$2.83M	Sell	37,797 -207	-0.5%	-$14.7K	0.18%	142
2017 Q1	$2.53M	Buy	38,004 +415	+1%	+$27.7K	0.16%	151
2016 Q4	$2.45M	Sell	37,589 -14,683	-28%	-$952K	0.17%	150
2016 Q3	$3.7M	Sell	52,272 -44	-0.1%	-$3.21K	0.25%	104
2016 Q2	$3.87M	Sell	52,316 -234	-0.4%	-$16.2K	0.27%	103
2016 Q1	$3.41M	Buy	52,550 +3,363	+7%	+$229K	0.25%	111
2015 Q4	$3.79M	Buy	49,187 +812	+2%	+$64.5K	0.3%	98
2015 Q3	$3.98M	Buy	48,375 +1,745	+4%	+$155K	0.33%	92
2015 Q2	$4.11M	Sell	46,630 -244	-0.5%	-$22.4K	0.33%	93
2015 Q1	$4.14M	Sell	46,874 -188	-0.4%	-$16.7K	0.33%	90
2014 Q4	$3.91M	Buy	47,062 +193	+0.4%	+$16K	0.33%	91
2014 Q3	$3.95M	Sell	46,869 -834	-2%	-$67.5K	0.36%	80
2014 Q2	$3.87M	Buy	47,703 +2,678	+6%	+$211K	0.36%	78
2014 Q1	$3.43M	Buy	45,025 +1,134	+3%	+$82.6K	0.35%	85
2013 Q4	$3.16M	Buy	43,891 +1,985	+5%	+$138K	0.34%	89
2013 Q3	$2.88M	Sell	41,906 -9,005	-18%	-$596K	0.34%	89
2013 Q2	$3.23M	Buy	+50,911	New	+$3.31M	0.39%	75

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

KCM Investment Advisors's NVS Position: Q1 2026 in Review

KCM Investment Advisors reduced its Novartis (NVS) stake by 0.67% in Q1 2026, selling an estimated $9.35K and leaving 9,098 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #190.

KCM Investment Advisors first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.14M in Q1 2015. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

KCM Investment Advisors held 9,098 shares of Novartis worth $1.39M as of Q1 2026.
KCM Investment Advisors sold 61 Novartis shares in Q1 2026, an estimated $9.35K.
Novartis made up 0.05% of KCM Investment Advisors's portfolio in Q1 2026, its #190 holding.
KCM Investment Advisors first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
KCM Investment Advisors's Novartis position peaked at $4.14M in Q1 2015.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.