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Klingman & Associates’s Novartis NVS Stock Holding History

Klingman & Associates’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 		$656K Buy
4,293
+154
+4% +$23.6K 0.03% 168
2025
Q4 		$571K Buy
4,139
+149
+4% +$19.5K 0.03% 177
2025
Q3 		$512K Buy
3,990
+706
+21% +$86.1K 0.03% 187
2025
Q2 		$397K Buy
3,284
+251
+8% +$28.3K 0.02% 201
2025
Q1 		$338K Buy
3,033
+325
+12% +$34.6K 0.02% 206
2024
Q4 		$264K Buy
2,708
+70
+3% +$7.46K 0.02% 219
2024
Q3 		$303K Buy
2,638
+13
+0.5% +$1.48K 0.02% 214
2024
Q2 		$279K Sell
2,625
-90
-3% -$9.03K 0.02% 201
2024
Q1 		$263K Hold
2,715
– – 0.02% 205
2023
Q4 		$274K Hold
2,715
– – 0.02% 193
2023
Q3 		$277K Buy
+2,715
New +$276K 0.02% 185
2016
Q2 		– Sell
-311
Closed -$20K – 385
2016
Q1 		$20K Hold
311
– – 0.01% 260
2015
Q4 		$24K Hold
311
– – 0.01% 259
2015
Q3 		$25K Hold
311
– – 0.01% 242
2015
Q2 		$27K Buy
+311
New +$28.5K 0.01% 225

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $5.72T AUM 30.48% 1-Year Est. Return

Klingman & Associates's NVS Position: Q1 2026 in Review

Klingman & Associates increased its Novartis (NVS) stake by 3.7% in Q1 2026, buying an estimated $23.6K and bringing the position to 4,293 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #168.

Klingman & Associates first reported a position in NVS in Q2 2015 and has held it in 15 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Klingman & Associates held 4,293 shares of Novartis worth $656K as of Q1 2026.
  • Klingman & Associates bought 154 Novartis shares in Q1 2026, an estimated $23.6K.
  • Novartis made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #168 holding.
  • Klingman & Associates first reported a position in Novartis in Q2 2015 and has held it in 15 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.