Lord, Abbett & Co
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Lord, Abbett & Co’s Novartis NVS Stock Holding History

Lord, Abbett & 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 		$127M Buy
830,286
+464,126
+127% +$71.1M 0.41% 63
2025
Q4 		$50.5M Buy
+366,160
New +$48M 0.15% 165
2020
Q2 		– Sell
-615,632
Closed -$50.8M – 679
2020
Q1 		$50.8M Sell
615,632
-43,381
-7% -$3.87M 0.22% 132
2019
Q4 		$62.4M Sell
659,013
-41,193
-6% -$3.7M 0.21% 142
2019
Q3 		$60.8M Sell
700,206
-21,615
-3% -$1.94M 0.21% 145
2019
Q2 		$65.9M Buy
721,821
+367,491
+104% +$31.1M 0.21% 155
2019
Q1 		$30.5M Sell
354,330
-32,442
-8% -$2.6M 0.1% 319
2018
Q4 		$29.7M Sell
386,772
-22,767
-6% -$1.77M 0.11% 289
2018
Q3 		$31.6M Sell
409,539
-419,636
-51% -$31M 0.09% 371
2018
Q2 		$56.1M Sell
829,175
-484,540
-37% -$33.4M 0.16% 210
2018
Q1 		$95.2M Buy
1,313,715
+391,939
+43% +$29.8M 0.28% 78
2017
Q4 		$69.3M Buy
921,776
+142,099
+18% +$10.7M 0.2% 156
2017
Q3 		$60M Buy
779,677
+384,244
+97% +$29M 0.18% 173
2017
Q2 		$29.6M Buy
+395,433
New +$28M 0.09% 348
2015
Q2 		– Sell
-36,731
Closed -$3.25M – 964
2015
Q1 		$3.25M Buy
+36,731
New +$3.26M 0.01% 796
2014
Q4 		– Sell
-35,712
Closed -$3.01M – 963
2014
Q3 		$3.01M Buy
35,712
+17,856
+100% +$1.44M 0.01% 832
2014
Q2 		$1.45M Buy
17,856
+4,129
+30% +$325K ﹤0.01% 970
2014
Q1 		$1.05M Buy
13,727
+1,005
+8% +$73.2K ﹤0.01% 975
2013
Q4 		$916K Sell
12,722
-179,252
-93% -$12.5M ﹤0.01% 1025
2013
Q3 		$13.2M Sell
191,974
-79,669
-29% -$5.27M 0.03% 599
2013
Q2 		$17.2M Buy
+271,643
New +$17.7M 0.04% 537

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

Lord, Abbett & Co's NVS Position: Q1 2026 in Review

Lord, Abbett & Co increased its Novartis (NVS) stake by 127% in Q1 2026, buying an estimated $71.1M and bringing the position to 830,286 shares worth $127M. The position accounts for 0.41% of the portfolio, ranked #63.

Lord, Abbett & Co first reported a position in NVS in Q2 2013 and has held it in 21 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Lord, Abbett & Co held 830,286 shares of Novartis worth $127M as of Q1 2026.
  • Lord, Abbett & Co bought 464,126 Novartis shares in Q1 2026, an estimated $71.1M.
  • Novartis made up 0.41% of Lord, Abbett & Co's portfolio in Q1 2026, its #63 holding.
  • Lord, Abbett & Co first reported a position in Novartis in Q2 2013 and has held it in 21 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Lord, Abbett & Co's 13F filing for Q1 2026, filed 14 May 2026.