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 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 $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

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

Mattern Capital Management held its Novartis (NVS) position steady in Q1 2026 at 2,211 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #149.

Mattern Capital Management first reported a position in NVS in Q4 2019 and has held it in 14 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Mattern Capital Management held 2,211 shares of Novartis worth $338K as of Q1 2026.
Mattern Capital Management left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.04% of Mattern Capital Management's portfolio in Q1 2026, its #149 holding.
Mattern Capital Management first reported a position in Novartis in Q4 2019 and has held it in 14 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Mattern Capital Management's 13F filing for Q1 2026, filed 4 May 2026.