Lido Advisors’s Novartis NVS Stock Holding History

Lido Advisors’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
2024 Q4	–	Sell	-3,500	Closed	-$403K	–	1571
2024 Q3	$403K	Hold	3,500	–	–	﹤0.01%	1035
2024 Q2	$373K	Hold	3,500	–	–	﹤0.01%	1026
2024 Q1	$339K	Hold	3,500	–	–	﹤0.01%	1042
2023 Q4	$353K	Hold	3,500	–	–	﹤0.01%	970
2023 Q3	$337K	Buy	+3,500	New	+$355K	﹤0.01%	878

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

Lido Advisors's NVS Position: Q1 2026 in Review

Lido Advisors reduced its Novartis (NVS) stake by 21% in Q1 2026, selling an estimated $1.39M and leaving 34,678 shares worth $5.3M. The position accounts for 0.02% of the portfolio, ranked #444.

Lido Advisors first reported a position in NVS in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.75M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Lido Advisors held 34,678 shares of Novartis worth $5.3M as of Q1 2026.
Lido Advisors sold 9,061 Novartis shares in Q1 2026, an estimated $1.39M.
Novartis made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #444 holding.
Lido Advisors first reported a position in Novartis in Q4 2017 and has held it in 34 quarters since.
Lido Advisors's Novartis position peaked at $5.75M in Q4 2025.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.