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	$9.88M	Buy	+64,670	New	+$9.91M	0.43%	68

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

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.