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Means Investment Company’s Novartis NVS Stock Holding History

Means Investment Company’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 		$986K Sell
6,455
-132
-2% -$20.2K 0.09% 86
2025
Q4 		$908K Hold
6,587
– – 0.08% 93
2025
Q3 		$845K Sell
6,587
-525
-7% -$64.1K 0.07% 100
2025
Q2 		$861K Buy
7,112
+46
+0.7% +$5.18K 0.08% 99
2025
Q1 		$788K Sell
7,066
-240
-3% -$25.6K 0.08% 100
2024
Q4 		$711K Sell
7,306
-200
-3% -$21.3K 0.07% 112
2024
Q3 		$863K Hold
7,506
– – 0.1% 98
2024
Q2 		$799K Sell
7,506
-178
-2% -$17.9K 0.1% 95
2024
Q1 		$743K Sell
7,684
-390
-5% -$40K 0.1% 105
2023
Q4 		$815K Buy
8,074
+103
+1% +$9.94K 0.12% 103
2023
Q3 		$812K Sell
7,971
-112
-1% -$11.4K 0.13% 100
2023
Q2 		$816K Buy
8,083
+23
+0.3% +$2.3K 0.13% 101
2023
Q1 		$742K Sell
8,060
-139
-2% -$12.1K 0.13% 100
2022
Q4 		$744K Sell
8,199
-30
-0.4% -$2.53K 0.15% 101
2022
Q3 		$625K Hold
8,229
– – 0.14% 99
2022
Q2 		$696K Sell
8,229
-100
-1% -$8.77K 0.15% 94
2022
Q1 		$731K Buy
8,329
+66
+0.8% +$5.71K 0.13% 94
2021
Q4 		$723K Sell
8,263
-14
-0.2% -$1.16K 0.13% 97
2021
Q3 		$677K Buy
8,277
+553
+7% +$49.8K 0.13% 96
2021
Q2 		$705K Hold
7,724
– – 0.14% 92
2021
Q1 		$660K Sell
7,724
-491
-6% -$44.1K 0.15% 91
2020
Q4 		$757K Buy
8,215
+30
+0.4% +$2.62K 0.17% 85
2020
Q3 		$693K Hold
8,185
– – 0.19% 76
2020
Q2 		$675K Hold
8,185
– – 0.21% 67
2020
Q1 		$723K Sell
8,185
-445
-5% -$39.7K 0.28% 67
2019
Q4 		$828K Hold
8,630
– – 0.28% 69
2019
Q3 		$759K Sell
8,630
-79
-0.9% -$7.09K 0.29% 71
2019
Q2 		$793K Sell
8,709
-1,010
-10% -$85.5K 0.33% 68
2019
Q1 		$837K Buy
9,719
+16
+0.2% +$1.28K 0.37% 64
2018
Q4 		$746K Buy
+9,703
New +$755K 0.41% 64

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

Means Investment Company's NVS Position: Q1 2026 in Review

Means Investment Company reduced its Novartis (NVS) stake by 2% in Q1 2026, selling an estimated $20.2K and leaving 6,455 shares worth $986K. The position accounts for 0.09% of the portfolio, ranked #86.

Means Investment Company first reported a position in NVS in Q4 2018 and has held it in 30 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Means Investment Company held 6,455 shares of Novartis worth $986K as of Q1 2026.
  • Means Investment Company sold 132 Novartis shares in Q1 2026, an estimated $20.2K.
  • Novartis made up 0.09% of Means Investment Company's portfolio in Q1 2026, its #86 holding.
  • Means Investment Company first reported a position in Novartis in Q4 2018 and has held it in 30 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.