NRC
NVS icon

New Republic Capital’s Novartis NVS Stock Holding History

New Republic 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 		$534K Sell
3,496
-2,133
-38% -$327K 0.18% 107
2025
Q4 		$776K Buy
5,629
+3,289
+141% +$431K 0.21% 95
2025
Q3 		$300K Buy
2,340
+320
+16% +$39K 0.09% 144
2025
Q2 		$244K Sell
2,020
-78
-4% -$8.79K 0.09% 152
2025
Q1 		$234K Sell
2,098
-242
-10% -$25.8K 0.1% 150
2024
Q4 		$228K Buy
2,340
+326
+16% +$34.8K 0.15% 147
2024
Q3 		$232K Sell
2,014
-754
-27% -$85.6K 0.13% 143
2024
Q2 		$295K Buy
2,768
+277
+11% +$27.8K 0.15% 123
2024
Q1 		$241K Buy
2,491
+74
+3% +$7.59K 0.15% 134
2023
Q4 		$244K Buy
2,417
+172
+8% +$16.6K 0.17% 129
2023
Q3 		$229K Buy
2,245
+32
+1% +$3.25K 0.19% 117
2023
Q2 		$223K Buy
+2,213
New +$221K 0.16% 126

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

New Republic Capital's NVS Position: Q1 2026 in Review

New Republic Capital reduced its Novartis (NVS) stake by 38% in Q1 2026, selling an estimated $327K and leaving 3,496 shares worth $534K. The position accounts for 0.18% of the portfolio, ranked #107.

New Republic Capital first reported a position in NVS in Q2 2023 and has held it in 12 quarters since. The position peaked at $776K in Q4 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • New Republic Capital held 3,496 shares of Novartis worth $534K as of Q1 2026.
  • New Republic Capital sold 2,133 Novartis shares in Q1 2026, an estimated $327K.
  • Novartis made up 0.18% of New Republic Capital's portfolio in Q1 2026, its #107 holding.
  • New Republic Capital first reported a position in Novartis in Q2 2023 and has held it in 12 quarters since.
  • New Republic Capital's Novartis position peaked at $776K in Q4 2025.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on New Republic Capital's 13F filing for Q1 2026, filed 1 May 2026.