L.J. Altfest & Co’s Novartis NVS Stock Holding History

L.J. Altfest & Co’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	$577K	Buy	3,776 +18	+0.5%	+$2.76K	0.06%	210
2025 Q4	$518K	Hold	3,758	–	–	0.06%	221
2025 Q3	$482K	Sell	3,758 -63	-2%	-$7.69K	0.05%	233
2025 Q2	$462K	Buy	3,821 +303	+9%	+$34.2K	0.05%	232
2025 Q1	$392K	Buy	3,518 +270	+8%	+$28.7K	0.05%	242
2024 Q4	$316K	Sell	3,248 -429	-12%	-$45.7K	0.04%	261
2024 Q3	$423K	Sell	3,677 -740	-17%	-$84K	0.06%	231
2024 Q2	$470K	Sell	4,417 -55	-1%	-$5.52K	0.06%	205
2024 Q1	$433K	Sell	4,472 -7	-0.2%	-$718	0.06%	208
2023 Q4	$452K	Sell	4,479 -42	-0.9%	-$4.05K	0.07%	197
2023 Q3	$461K	Sell	4,521 -372	-8%	-$37.8K	0.07%	190
2023 Q2	$494K	Sell	4,893 -280	-5%	-$28K	0.07%	180
2023 Q1	$476K	Sell	5,173 -399	-7%	-$34.8K	0.07%	173
2022 Q4	$505K	Sell	5,572 -101	-2%	-$8.51K	0.08%	157
2022 Q3	$431K	Hold	5,673	–	–	0.08%	159
2022 Q2	$480K	Buy	5,673 +2,645	+87%	+$232K	0.09%	151
2022 Q1	$266K	Sell	3,028 -5,374	-64%	-$465K	0.05%	218
2021 Q4	$735K	Buy	8,402 +1,263	+18%	+$105K	0.14%	114
2021 Q3	$584K	Buy	7,139 +492	+7%	+$44.3K	0.12%	122
2021 Q2	$606K	Buy	6,647 +570	+9%	+$50.8K	0.13%	119
2021 Q1	$519K	Buy	6,077 +458	+8%	+$41.1K	0.12%	133
2020 Q4	$531K	Buy	+5,619	New	+$491K	0.13%	123
2020 Q2	–	Sell	-3,991	Closed	-$329K	–	228
2020 Q1	$329K	Buy	+3,991	New	+$356K	0.1%	126
2015 Q1	–	Sell	-2,973	Closed	-$247K	–	117
2014 Q4	$247K	Buy	+2,973	New	+$246K	0.2%	94
2014 Q1	–	Sell	-4,389	Closed	-$316K	–	115
2013 Q4	$316K	Buy	+4,389	New	+$305K	0.27%	81

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

L.J. Altfest & Co's NVS Position: Q1 2026 in Review

L.J. Altfest & Co increased its Novartis (NVS) stake by 0.48% in Q1 2026, buying an estimated $2.76K and bringing the position to 3,776 shares worth $577K. The position accounts for 0.06% of the portfolio, ranked #210.

L.J. Altfest & Co first reported a position in NVS in Q4 2013 and has held it in 25 quarters since. The position peaked at $735K in Q4 2021. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

L.J. Altfest & Co held 3,776 shares of Novartis worth $577K as of Q1 2026.
L.J. Altfest & Co bought 18 Novartis shares in Q1 2026, an estimated $2.76K.
Novartis made up 0.06% of L.J. Altfest & Co's portfolio in Q1 2026, its #210 holding.
L.J. Altfest & Co first reported a position in Novartis in Q4 2013 and has held it in 25 quarters since.
L.J. Altfest & Co's Novartis position peaked at $735K in Q4 2021.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.