Mystic Asset Management’s Novartis NVS Stock Holding History

Mystic Asset 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	$1.4M	Sell	9,169 -100	-1%	-$15.3K	0.32%	78
2025 Q4	$1.28M	Sell	9,269 -300	-3%	-$39.3K	0.29%	83
2025 Q3	$1.23M	Sell	9,569 -50	-0.5%	-$6.1K	0.28%	86
2025 Q2	$1.16M	Hold	9,619	–	–	0.28%	88
2025 Q1	$1.07M	Sell	9,619 -200	-2%	-$21.3K	0.28%	87
2024 Q4	$955K	Hold	9,819	–	–	0.26%	91
2024 Q3	$1.13M	Sell	9,819 -255	-3%	-$28.9K	0.43%	66
2024 Q2	$1.07M	Sell	10,074 -10	-0.1%	-$1K	0.43%	68
2024 Q1	$975K	Buy	10,084 +600	+6%	+$61.5K	0.4%	75
2023 Q4	$958K	Hold	9,484	–	–	0.46%	70
2023 Q3	$966K	Hold	9,484	–	–	0.54%	62
2023 Q2	$957K	Sell	9,484 -10	-0.1%	-$1K	0.51%	69
2023 Q1	$873K	Sell	9,494 -10	-0.1%	-$873	0.48%	75
2022 Q4	$862K	Hold	9,504	–	–	0.49%	71
2022 Q3	$722K	Hold	9,504	–	–	0.46%	74
2022 Q2	$803K	Buy	9,504 +700	+8%	+$61.4K	0.49%	72
2022 Q1	$772K	Sell	8,804 -700	-7%	-$60.6K	0.42%	76
2021 Q4	$831K	Buy	+9,504	New	+$789K	0.39%	75

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

Mystic Asset Management's NVS Position: Q1 2026 in Review

Mystic Asset Management reduced its Novartis (NVS) stake by 1.1% in Q1 2026, selling an estimated $15.3K and leaving 9,169 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #78.

Mystic Asset Management first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Mystic Asset Management held 9,169 shares of Novartis worth $1.4M as of Q1 2026.
Mystic Asset Management sold 100 Novartis shares in Q1 2026, an estimated $15.3K.
Novartis made up 0.32% of Mystic Asset Management's portfolio in Q1 2026, its #78 holding.
Mystic Asset Management first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.