MB, Levis & Associates’s Novartis NVS Stock Holding History

MB, Levis & Associates’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	$826K	Hold	5,410	–	–	0.34%	38
2025 Q4	$746K	Hold	5,410	–	–	0.31%	38
2025 Q3	$694K	Hold	5,410	–	–	0.3%	38
2025 Q2	$655K	Hold	5,410	–	–	0.29%	44
2025 Q1	$603K	Hold	5,410	–	–	0.28%	43
2024 Q4	$526K	Hold	5,410	–	–	0.26%	44
2024 Q3	$622K	Hold	5,410	–	–	0.31%	42
2024 Q2	$576K	Hold	5,410	–	–	0.3%	42
2024 Q1	$523K	Hold	5,410	–	–	0.28%	44
2023 Q4	$546K	Hold	5,410	–	–	0.31%	41
2023 Q3	$551K	Hold	5,410	–	–	0.36%	36
2023 Q2	$546K	Hold	5,410	–	–	0.35%	38
2023 Q1	$498K	Hold	5,410	–	–	0.35%	39
2022 Q4	$491K	Buy	+5,410	New	+$456K	0.38%	37

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

MB, Levis & Associates's NVS Position: Q1 2026 in Review

MB, Levis & Associates held its Novartis (NVS) position steady in Q1 2026 at 5,410 shares worth $826K. The position accounts for 0.34% of the portfolio, ranked #38.

MB, Levis & Associates first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

MB, Levis & Associates held 5,410 shares of Novartis worth $826K as of Q1 2026.
MB, Levis & Associates left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.34% of MB, Levis & Associates's portfolio in Q1 2026, its #38 holding.
MB, Levis & Associates first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.