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Minot DeBlois Advisors’s Novartis NVS Stock Holding History

Minot DeBlois Advisors’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 		$1.15M Sell
7,556
-409
-5% -$62.7K 1.05% 31
2025
Q4 		$1.1M Sell
7,965
-398
-5% -$52.1K 0.99% 33
2025
Q3 		$1.07M Sell
8,363
-542
-6% -$66.1K 0.97% 30
2025
Q2 		$1.08M Sell
8,905
-995
-10% -$112K 1.02% 28
2025
Q1 		$1.1M Sell
9,900
-285
-3% -$30.3K 1.1% 26
2024
Q4 		$991K Buy
+10,185
New +$1.09M 0.91% 32

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

Minot DeBlois Advisors's NVS Position: Q1 2026 in Review

Minot DeBlois Advisors reduced its Novartis (NVS) stake by 5.1% in Q1 2026, selling an estimated $62.7K and leaving 7,556 shares worth $1.15M. The position accounts for 1.05% of the portfolio, ranked #31.

Minot DeBlois Advisors first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Minot DeBlois Advisors held 7,556 shares of Novartis worth $1.15M as of Q1 2026.
  • Minot DeBlois Advisors sold 409 Novartis shares in Q1 2026, an estimated $62.7K.
  • Novartis made up 1.05% of Minot DeBlois Advisors's portfolio in Q1 2026, its #31 holding.
  • Minot DeBlois Advisors first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.