May Hill Capital’s Novartis NVS Stock Holding History

May Hill Capital’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	$1.38M	Buy	9,019 +1,404	+18%	+$215K	0.35%	55
2025 Q4	$1.05M	Buy	7,615 +110	+1%	+$14.4K	0.28%	65
2025 Q3	$962K	Buy	7,505 +1,231	+20%	+$150K	0.28%	60
2025 Q2	$759K	Buy	6,274 +2,084	+50%	+$235K	0.25%	68
2025 Q1	$467K	Buy	4,190 +1,466	+54%	+$156K	0.18%	86
2024 Q4	$265K	Buy	+2,724	New	+$290K	0.1%	130

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

May Hill Capital's NVS Position: Q1 2026 in Review

May Hill Capital increased its Novartis (NVS) stake by 18% in Q1 2026, buying an estimated $215K and bringing the position to 9,019 shares worth $1.38M. The position accounts for 0.35% of the portfolio, ranked #55.

May Hill Capital first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

May Hill Capital held 9,019 shares of Novartis worth $1.38M as of Q1 2026.
May Hill Capital bought 1,404 Novartis shares in Q1 2026, an estimated $215K.
Novartis made up 0.35% of May Hill Capital's portfolio in Q1 2026, its #55 holding.
May Hill Capital first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.