North Star Investment Management’s Novartis NVS Stock Holding History

North Star Investment 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	$221K	Buy	1,449 +23	+2%	+$3.53K	0.01%	485
2025 Q4	$197K	Buy	1,426 +50	+4%	+$6.55K	0.01%	448
2025 Q3	$176K	Buy	1,376 +16	+1%	+$1.95K	0.01%	447
2025 Q2	$165K	Buy	1,360 +2	+0.1%	+$225	0.01%	445
2025 Q1	$151K	Hold	1,358	–	–	0.01%	451
2024 Q4	$132K	Sell	1,358 -33	-2%	-$3.52K	0.01%	467
2024 Q3	$160K	Buy	1,391 +33	+2%	+$3.74K	0.01%	437
2024 Q2	$145K	Sell	1,358 -23	-2%	-$2.31K	0.01%	454
2024 Q1	$134K	Hold	1,381	–	–	0.01%	476
2023 Q4	$139K	Hold	1,381	–	–	0.01%	461
2023 Q3	$141K	Hold	1,381	–	–	0.01%	456
2023 Q2	$139K	Hold	1,381	–	–	0.01%	471
2023 Q1	$127K	Buy	1,381 +1	+0.1%	+$87	0.01%	485
2022 Q4	$125K	Sell	1,380 -598	-30%	-$50.4K	0.01%	468
2022 Q3	$150K	Hold	1,978	–	–	0.01%	393
2022 Q2	$167K	Hold	1,978	–	–	0.02%	388
2022 Q1	$174K	Buy	1,978 +16	+0.8%	+$1.39K	0.01%	395
2021 Q4	$172K	Hold	1,962	–	–	0.01%	411
2021 Q3	$160K	Hold	1,962	–	–	0.01%	413
2021 Q2	$179K	Buy	1,962 +54	+3%	+$4.81K	0.01%	397
2021 Q1	$163K	Buy	1,908 +14	+0.7%	+$1.26K	0.02%	389
2020 Q4	$179K	Hold	1,894	–	–	0.02%	368
2020 Q3	$165K	Hold	1,894	–	–	0.02%	369
2020 Q2	$165K	Sell	1,894 -540	-22%	-$46.6K	0.02%	352
2020 Q1	$201K	Buy	2,434 +864	+55%	+$77.1K	0.03%	317
2019 Q4	$149K	Hold	1,570	–	–	0.02%	387
2019 Q3	$136K	Buy	+1,570	New	+$141K	0.02%	393
2019 Q2	–	Sell	-1,752	Closed	-$151K	–	743
2019 Q1	$151K	Buy	1,752 +12	+0.7%	+$963	0.02%	388
2018 Q4	$134K	Hold	1,740	–	–	0.02%	379
2018 Q3	$134K	Hold	1,740	–	–	0.02%	402
2018 Q2	$118K	Buy	1,740 +19	+1%	+$1.31K	0.01%	423
2018 Q1	$125K	Hold	1,721	–	–	0.01%	407
2017 Q4	$129K	Hold	1,721	–	–	0.02%	401
2017 Q3	$132K	Hold	1,721	–	–	0.02%	398
2017 Q2	$129K	Buy	1,721 +18	+1%	+$1.28K	0.02%	400
2017 Q1	$113K	Buy	1,703 +570	+50%	+$38K	0.02%	396
2016 Q4	$74K	Buy	1,133 +1,105	+3,946%	+$71.7K	0.01%	432
2016 Q3	$2K	Sell	28 -223	-89%	-$16.3K	﹤0.01%	762
2016 Q2	$19K	Hold	251	–	–	﹤0.01%	542
2016 Q1	$16K	Hold	251	–	–	﹤0.01%	532
2015 Q4	$19K	Hold	251	–	–	﹤0.01%	511
2015 Q3	$21K	Hold	251	–	–	﹤0.01%	504
2015 Q2	$22K	Hold	251	–	–	﹤0.01%	483
2015 Q1	$22K	Hold	251	–	–	﹤0.01%	469
2014 Q4	$21K	Hold	251	–	–	﹤0.01%	475
2014 Q3	$21K	Buy	251 +223	+796%	+$18K	﹤0.01%	457
2014 Q2	$2K	Hold	28	–	–	﹤0.01%	656
2014 Q1	$2K	Buy	+28	New	+$2.04K	﹤0.01%	643

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

North Star Investment Management's NVS Position: Q1 2026 in Review

North Star Investment Management increased its Novartis (NVS) stake by 1.6% in Q1 2026, buying an estimated $3.53K and bringing the position to 1,449 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #485.

North Star Investment Management first reported a position in NVS in Q1 2014 and has held it in 48 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

North Star Investment Management held 1,449 shares of Novartis worth $221K as of Q1 2026.
North Star Investment Management bought 23 Novartis shares in Q1 2026, an estimated $3.53K.
Novartis made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #485 holding.
North Star Investment Management first reported a position in Novartis in Q1 2014 and has held it in 48 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.