NorthStar Asset Management (Pennsylvania)’s Novartis NVS Stock Holding History

NorthStar Asset Management (Pennsylvania)’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	$2.12M	Sell	13,875 -50	-0.4%	-$7.66K	0.48%	46
2025 Q4	$1.92M	Hold	13,925	–	–	0.41%	48
2025 Q3	$1.79M	Sell	13,925 -200	-1%	-$24.4K	0.38%	54
2025 Q2	$1.71M	Sell	14,125 -350	-2%	-$39.4K	0.39%	54
2025 Q1	$1.61M	Sell	14,475 -400	-3%	-$42.6K	0.39%	54
2024 Q4	$1.45M	Hold	14,875	–	–	0.33%	58
2024 Q3	$1.71M	Hold	14,875	–	–	0.39%	55
2024 Q2	$1.58M	Hold	14,875	–	–	0.38%	56
2024 Q1	$1.44M	Hold	14,875	–	–	0.35%	61
2023 Q4	$1.5M	Sell	14,875 -450	-3%	-$43.4K	0.4%	58
2023 Q3	$1.56M	Hold	15,325	–	–	0.45%	53
2023 Q2	$1.55M	Hold	15,325	–	–	0.43%	57
2023 Q1	$1.41M	Buy	+15,325	New	+$1.34M	0.41%	57
2013 Q3	–	Sell	-62,072	Closed	-$3.93M	–	102
2013 Q2	$3.93M	Buy	+62,072	New	+$4.04M	1.68%	23

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

NorthStar Asset Management (Pennsylvania)'s NVS Position: Q1 2026 in Review

NorthStar Asset Management (Pennsylvania) reduced its Novartis (NVS) stake by 0.36% in Q1 2026, selling an estimated $7.66K and leaving 13,875 shares worth $2.12M. The position accounts for 0.48% of the portfolio, ranked #46.

NorthStar Asset Management (Pennsylvania) first reported a position in NVS in Q2 2013 and has held it in 14 quarters since. The position peaked at $3.93M in Q2 2013. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

NorthStar Asset Management (Pennsylvania) held 13,875 shares of Novartis worth $2.12M as of Q1 2026.
NorthStar Asset Management (Pennsylvania) sold 50 Novartis shares in Q1 2026, an estimated $7.66K.
Novartis made up 0.48% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q1 2026, its #46 holding.
NorthStar Asset Management (Pennsylvania) first reported a position in Novartis in Q2 2013 and has held it in 14 quarters since.
NorthStar Asset Management (Pennsylvania)'s Novartis position peaked at $3.93M in Q2 2013.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q1 2026, filed 23 Apr 2026.