Mattern Capital Management’s Novartis NVS Stock Holding History

Mattern 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 Q3	$315K	Hold	2,211	–	–	0.04%	152
2026 Q2	$347K	Hold	2,211	–	–	0.04%	146
2026 Q1	$338K	Hold	2,211	–	–	0.04%	149
2025 Q4	$305K	Hold	2,211	–	–	0.04%	153
2025 Q3	$284K	Sell	2,211 -5	-0.2%	-$610	0.03%	156
2025 Q2	$268K	Buy	2,216 +5	+0.2%	+$564	0.03%	158
2025 Q1	$246K	Hold	2,211	–	–	0.03%	158
2024 Q4	$215K	Hold	2,211	–	–	0.03%	157
2024 Q3	$254K	Hold	2,211	–	–	0.03%	148
2024 Q2	$235K	Hold	2,211	–	–	0.03%	153
2024 Q1	$214K	Hold	2,211	–	–	0.03%	157
2023 Q4	$223K	Sell	2,211 -39	-2%	-$3.76K	0.03%	132
2023 Q3	$229K	Sell	2,250 -36	-2%	-$3.65K	0.04%	130
2023 Q2	$231K	Buy	+2,286	New	+$229K	0.04%	127
2020 Q2	–	Sell	-2,631	Closed	-$217K	–	107
2020 Q1	$217K	Sell	2,631 -92	-3%	-$8.21K	0.07%	100
2019 Q4	$258K	Buy	+2,723	New	+$244K	0.07%	95

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mattern Capital Management's NVS Position: Q3 2026 in Review

Mattern Capital Management held its Novartis (NVS) position steady in Q3 2026 at 2,211 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #152.

Mattern Capital Management first reported a position in NVS in Q4 2019 and has held it in 16 quarters since. The position peaked at $347K in Q2 2026. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Mattern Capital Management held 2,211 shares of Novartis worth $315K as of Q3 2026.
Mattern Capital Management left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.04% of Mattern Capital Management's portfolio in Q3 2026, its #152 holding.
Mattern Capital Management first reported a position in Novartis in Q4 2019 and has held it in 16 quarters since.
Mattern Capital Management's Novartis position peaked at $347K in Q2 2026.
1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Mattern Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.