Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Novartis NVS Stock Holding History

Kovitz Investment Group 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 		– Sell
-10,469
Closed -$1.44M – 508
2025
Q4 		$1.44M Sell
10,469
-150,678
-94% -$19.7M 0.03% 276
2025
Q3 		$20.7M Buy
161,147
+9,081
+6% +$1.11M 0.08% 211
2025
Q2 		$18.4M Buy
152,066
+97,904
+181% +$11M 0.08% 208
2025
Q1 		$6.04M Buy
54,162
+1,496
+3% +$159K 0.03% 369
2024
Q4 		$5.13M Buy
52,666
+33,919
+181% +$3.62M 0.03% 393
2024
Q3 		$1.89M Sell
18,747
-1,994
-10% -$226K 0.01% 498
2024
Q2 		$2.21M Buy
20,741
+6,844
+49% +$687K 0.02% 419
2024
Q1 		$1.34M Buy
13,897
+9,308
+203% +$954K 0.02% 358
2023
Q4 		$463K Hold
4,589
– – 0.01% 336
2023
Q3 		$467K Sell
4,589
-135
-3% -$13.7K 0.01% 333
2023
Q2 		$477K Sell
4,724
-1,140
-19% -$114K 0.01% 341
2023
Q1 		$539K Sell
5,864
-625
-10% -$54.6K 0.01% 339
2022
Q4 		$589K Sell
6,489
-166
-2% -$14K 0.01% 328
2022
Q3 		$506K Sell
6,655
-100
-1% -$8.29K 0.01% 322
2022
Q2 		$571K Sell
6,755
-92
-1% -$8.07K 0.01% 331
2022
Q1 		$601K Sell
6,847
-1,753
-20% -$152K 0.01% 330
2021
Q4 		$812K Buy
8,600
+333
+4% +$27.6K 0.02% 305
2021
Q3 		$676K Sell
8,267
-210
-2% -$18.9K 0.01% 331
2021
Q2 		$773K Sell
8,477
-390
-4% -$34.7K 0.02% 328
2021
Q1 		$758K Buy
8,867
+467
+6% +$41.9K 0.02% 308
2020
Q4 		$793K Sell
8,400
-500
-6% -$43.7K 0.02% 301
2020
Q3 		$774K Sell
8,900
-710
-7% -$61.5K 0.02% 280
2020
Q2 		$839K Sell
9,610
-1,506
-14% -$130K 0.03% 270
2020
Q1 		$916K Sell
11,116
-296
-3% -$26.4K 0.03% 248
2019
Q4 		$1.08M Buy
11,412
+50
+0.4% +$4.49K 0.03% 259
2019
Q3 		$988K Sell
11,362
-200
-2% -$18K 0.03% 267
2019
Q2 		$1.06M Sell
11,562
-1,610
-12% -$136K 0.03% 263
2019
Q1 		$1.14M Buy
+13,172
New +$1.06M 0.04% 262

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 $1.66T 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 $6.73T AUM 46.02% 1-Year Est. Return

Kovitz Investment Group Partners's NVS Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Novartis (NVS) in Q1 2026, closing a stake of 10,469 shares — an estimated $1.44M sold.

Kovitz Investment Group Partners first reported a position in NVS in Q1 2019 and held it in 28 quarters. The position peaked at $20.7M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,469 Novartis shares in Q1 2026, an estimated $1.44M.
  • Kovitz Investment Group Partners first reported a position in Novartis in Q1 2019 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Novartis position peaked at $20.7M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.