Optima Capital’s Novartis NVS Stock Holding History

Optima 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	–	Sell	-489	Closed	-$67.4K	–	913
2025 Q4	$67.4K	Buy	+489	New	+$64K	0.03%	273

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

Optima Capital's NVS Position: Q1 2026 in Review

Optima Capital sold out of Novartis (NVS) in Q1 2026, closing a stake of 489 shares — an estimated $67.4K sold.

Optima Capital first reported a position in NVS in Q4 2025 and held it in 1 quarter. The position peaked at $67.4K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Optima Capital reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 489 Novartis shares in Q1 2026, an estimated $67.4K.
Optima Capital first reported a position in Novartis in Q4 2025 and held it in 1 quarter.
Optima Capital's Novartis position peaked at $67.4K in Q4 2025.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.