Lavaca Capital’s Novartis NVS Stock Holding History

Lavaca Capital’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	$18.2K	Hold	119	–	–	﹤0.01%	222
2025 Q4	$16.4K	Hold	119	–	–	﹤0.01%	230
2025 Q3	$15.3K	Hold	119	–	–	﹤0.01%	223
2025 Q2	$14.4K	Hold	119	–	–	0.01%	224
2025 Q1	$13.3K	Hold	119	–	–	0.01%	210
2024 Q4	$11.6K	Buy	+119	New	+$12.7K	﹤0.01%	271
2019 Q2	–	Sell	-631	Closed	-$54K	–	258
2019 Q1	$54K	Hold	631	–	–	0.05%	146
2018 Q4	$48K	Buy	+631	New	+$49.1K	0.05%	132

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

Lavaca Capital's NVS Position: Q1 2026 in Review

Lavaca Capital held its Novartis (NVS) position steady in Q1 2026 at 119 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Lavaca Capital first reported a position in NVS in Q4 2018 and has held it in 8 quarters since. The position peaked at $54K in Q1 2019. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Lavaca Capital held 119 shares of Novartis worth $18.2K as of Q1 2026.
Lavaca Capital left its Novartis share count unchanged in Q1 2026.
Novartis made up ﹤0.01% of Lavaca Capital's portfolio in Q1 2026, its #222 holding.
Lavaca Capital first reported a position in Novartis in Q4 2018 and has held it in 8 quarters since.
Lavaca Capital's Novartis position peaked at $54K in Q1 2019.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.