LCM
NVS icon

Logan Capital Management’s Novartis NVS Stock Holding History

Logan Capital Management’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
-58,363
Closed -$8.95M – 454
2025
Q4 		$8.05M Buy
58,363
+6,058
+12% +$793K 0.34% 86
2025
Q3 		$6.71M Buy
52,305
+5,645
+12% +$689K 0.28% 95
2025
Q2 		$5.65M Buy
46,660
+4,701
+11% +$530K 0.26% 100
2025
Q1 		$4.68M Buy
41,959
+578
+1% +$61.5K 0.21% 112
2024
Q4 		$4.03M Buy
41,381
+545
+1% +$58.1K 0.17% 130
2024
Q3 		$4.7M Buy
40,836
+1,702
+4% +$193K 0.19% 118
2024
Q2 		$4.17M Sell
39,134
-1,521
-4% -$153K 0.18% 126
2024
Q1 		$3.93M Buy
40,655
+5,208
+15% +$534K 0.17% 133
2023
Q4 		$3.58M Buy
35,447
+1,568
+5% +$151K 0.17% 134
2023
Q3 		$3.45M Sell
33,879
-4,423
-12% -$449K 0.18% 133
2023
Q2 		$3.87M Sell
38,302
-1,056
-3% -$106K 0.19% 126
2023
Q1 		$3.62M Buy
39,358
+117
+0.3% +$10.2K 0.18% 132
2022
Q4 		$3.56M Buy
39,241
+1,508
+4% +$127K 0.18% 132
2022
Q3 		$2.87M Buy
37,733
+3,230
+9% +$268K 0.17% 127
2022
Q2 		$2.92M Buy
34,503
+4,482
+15% +$393K 0.17% 132
2022
Q1 		$2.63M Buy
30,021
+1,822
+6% +$158K 0.13% 146
2021
Q4 		$2.47M Buy
28,199
+4,267
+18% +$354K 0.11% 156
2021
Q3 		$1.96M Sell
23,932
-92
-0.4% -$8.28K 0.09% 161
2021
Q2 		$2.19M Buy
24,024
+3,325
+16% +$296K 0.1% 150
2021
Q1 		$1.77M Buy
20,699
+542
+3% +$48.6K 0.09% 162
2020
Q4 		$1.9M Sell
20,157
-846
-4% -$73.9K 0.1% 153
2020
Q3 		$1.83M Buy
21,003
+1,300
+7% +$113K 0.1% 187
2020
Q2 		$1.72M Buy
19,703
+794
+4% +$68.5K 0.1% 145
2020
Q1 		$1.56M Buy
18,909
+1,444
+8% +$129K 0.11% 155
2019
Q4 		$1.65M Buy
17,465
+581
+3% +$52.1K 0.09% 159
2019
Q3 		$1.47M Buy
16,884
+1,539
+10% +$138K 0.09% 163
2019
Q2 		$1.4M Sell
15,345
-384
-2% -$32.5K 0.08% 164
2019
Q1 		$1.35M Sell
15,729
-1,413
-8% -$113K 0.08% 161
2018
Q4 		$1.32M Buy
17,142
+675
+4% +$52.5K 0.1% 139
2018
Q3 		$1.27M Buy
16,467
+624
+4% +$46.1K 0.08% 152
2018
Q2 		$1.07M Buy
15,843
+565
+4% +$39K 0.07% 167
2018
Q1 		$1.11M Sell
15,278
-816
-5% -$62.1K 0.08% 154
2017
Q4 		$1.21M Buy
16,094
+481
+3% +$36.3K 0.08% 149
2017
Q3 		$1.2M Buy
15,613
+1,260
+9% +$95.2K 0.09% 142
2017
Q2 		$1.07M Buy
14,353
+223
+2% +$15.8K 0.08% 144
2017
Q1 		$940K Sell
14,130
-1,581
-10% -$105K 0.07% 155
2016
Q4 		$1.02M Buy
15,711
+2,077
+15% +$135K 0.08% 154
2016
Q3 		$965K Buy
13,634
+1,379
+11% +$100K 0.08% 157
2016
Q2 		$906K Buy
12,255
+1,597
+15% +$110K 0.08% 158
2016
Q1 		$691K Sell
10,658
-277
-3% -$18.8K 0.06% 206
2015
Q4 		$843K Buy
10,935
+208
+2% +$16.5K 0.07% 175
2015
Q3 		$883K Sell
10,727
-253
-2% -$22.5K 0.07% 155
2015
Q2 		$968K Buy
10,980
+1,558
+17% +$143K 0.07% 156
2015
Q1 		$833K Buy
9,422
+1,039
+12% +$92.2K 0.06% 170
2014
Q4 		$696K Buy
8,383
+246
+3% +$20.4K 0.05% 186
2014
Q3 		$686K Sell
8,137
-386
-5% -$31.2K 0.05% 172
2014
Q2 		$692K Buy
8,523
+550
+7% +$43.3K 0.05% 170
2014
Q1 		$607K Buy
7,973
+422
+6% +$30.8K 0.04% 181
2013
Q4 		$544K Buy
7,551
+115
+2% +$7.99K 0.04% 190
2013
Q3 		$512K Buy
7,436
+670
+10% +$44.3K 0.04% 182
2013
Q2 		$339K Buy
+6,766
New +$440K 0.03% 200

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $5.72T AUM 30.48% 1-Year Est. Return

Logan Capital Management's NVS Position: Q1 2026 in Review

Logan Capital Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 58,363 shares — an estimated $8.95M sold.

Logan Capital Management first reported a position in NVS in Q2 2013 and held it in 51 quarters. The position peaked at $8.05M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Logan Capital Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 58,363 Novartis shares in Q1 2026, an estimated $8.95M.
  • Logan Capital Management first reported a position in Novartis in Q2 2013 and held it in 51 quarters.
  • Logan Capital Management's Novartis position peaked at $8.05M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.