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Kohmann Bosshard Financial Services’s Novartis NVS Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-65
Closed -$8.96K – 473
2025
Q4 		$8.96K Buy
+65
New +$8.51K ﹤0.01% 856
2025
Q1 		– Sell
-130
Closed -$12.7K – 623
2024
Q4 		$12.7K Buy
+130
New +$13.9K ﹤0.01% 487

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Kohmann Bosshard Financial Services's NVS Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Novartis (NVS) in Q1 2026, closing a stake of 65 shares — an estimated $8.96K sold.

Kohmann Bosshard Financial Services first reported a position in NVS in Q4 2024 and held it in 2 quarters. The position peaked at $12.7K in Q4 2024. 1,604 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 65 Novartis shares in Q1 2026, an estimated $8.96K.
  • Kohmann Bosshard Financial Services first reported a position in Novartis in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Novartis position peaked at $12.7K in Q4 2024.
  • 1,604 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.