NVWM LLC’s Novartis NVS Stock Holding History

NVWM LLC’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	$3.06K	Hold	20	–	–	﹤0.01%	398
2025 Q4	$2.76K	Hold	20	–	–	﹤0.01%	420
2025 Q3	$2.56K	Hold	20	–	–	﹤0.01%	402
2025 Q2	$2.42K	Buy	+20	New	+$2.25K	﹤0.01%	396
2023 Q1	–	Sell	-123	Closed	-$11.2K	–	462
2022 Q4	$11.2K	Buy	+123	New	+$10.4K	﹤0.01%	320
2022 Q2	–	Sell	-44	Closed	-$4K	–	521
2022 Q1	$4K	Buy	+44	New	+$3.81K	﹤0.01%	439
2021 Q3	–	Sell	-49	Closed	-$4K	–	511
2021 Q2	$4K	Hold	49	–	–	﹤0.01%	391
2021 Q1	$4K	Hold	49	–	–	﹤0.01%	364
2020 Q4	$5K	Sell	49 -6,010	-99%	-$525K	﹤0.01%	329
2020 Q3	$527K	Buy	6,059 +485	+9%	+$42K	0.25%	116
2020 Q2	$487K	Buy	5,574 +194	+4%	+$16.7K	0.26%	111
2020 Q1	$443K	Buy	5,380 +272	+5%	+$24.3K	0.31%	101
2019 Q4	$484K	Sell	5,108 -52	-1%	-$4.67K	0.29%	109
2019 Q3	$448K	Buy	5,160 +4,985	+2,849%	+$448K	0.28%	121
2019 Q2	$16K	Sell	175 -20	-10%	-$1.69K	0.01%	262
2019 Q1	$17K	Hold	195	–	–	0.01%	231
2018 Q4	$15K	Hold	195	–	–	0.01%	235
2018 Q3	$15K	Hold	195	–	–	0.01%	233
2018 Q2	$13K	Hold	195	–	–	0.01%	245
2018 Q1	$14K	Hold	195	–	–	0.01%	249
2017 Q4	$15K	Buy	+195	New	+$14.7K	0.01%	229

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

NVWM LLC's NVS Position: Q1 2026 in Review

NVWM LLC held its Novartis (NVS) position steady in Q1 2026 at 20 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

NVWM LLC first reported a position in NVS in Q4 2017 and has held it in 21 quarters since. The position peaked at $527K in Q3 2020. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

NVWM LLC held 20 shares of Novartis worth $3.06K as of Q1 2026.
NVWM LLC left its Novartis share count unchanged in Q1 2026.
Novartis made up ﹤0.01% of NVWM LLC's portfolio in Q1 2026, its #398 holding.
NVWM LLC first reported a position in Novartis in Q4 2017 and has held it in 21 quarters since.
NVWM LLC's Novartis position peaked at $527K in Q3 2020.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.