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Oxbow Advisors’s Novartis NVS Stock Holding History

Oxbow Advisors’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 		$4.36M Buy
28,545
+37
+0.1% +$5.67K 0.37% 72
2025
Q4 		$3.93M Sell
28,508
-332
-1% -$43.5K 0.35% 78
2025
Q3 		$3.7M Buy
28,840
+221
+0.8% +$27K 0.34% 76
2025
Q2 		$3.46M Buy
28,619
+963
+3% +$109K 0.38% 69
2025
Q1 		$3.08M Buy
27,656
+774
+3% +$82.4K 0.33% 68
2024
Q4 		$2.62M Buy
26,882
+1,480
+6% +$158K 0.31% 77
2024
Q3 		$2.92M Sell
25,402
-145
-0.6% -$16.5K 0.29% 66
2024
Q2 		$2.72M Buy
+25,547
New +$2.56M 0.32% 61
2022
Q1 		– Sell
-101,241
Closed -$8.86M – 280
2021
Q4 		$8.86M Sell
101,241
-1,479
-1% -$123K 0.85% 46
2021
Q3 		$8.4M Buy
102,720
+4,011
+4% +$361K 0.85% 44
2021
Q2 		$9.01M Buy
98,709
+3,570
+4% +$318K 0.94% 37
2021
Q1 		$8.13M Sell
95,139
-1,819
-2% -$163K 0.99% 36
2020
Q4 		$9.16M Sell
96,958
-1,285
-1% -$112K 1.17% 30
2020
Q3 		$8.54M Sell
98,243
-897
-0.9% -$77.7K 1.08% 29
2020
Q2 		$8.66M Buy
+99,140
New +$8.56M 1.26% 24

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

Oxbow Advisors's NVS Position: Q1 2026 in Review

Oxbow Advisors increased its Novartis (NVS) stake by 0.13% in Q1 2026, buying an estimated $5.67K and bringing the position to 28,545 shares worth $4.36M. The position accounts for 0.37% of the portfolio, ranked #72.

Oxbow Advisors first reported a position in NVS in Q2 2020 and has held it in 15 quarters since. The position peaked at $9.16M in Q4 2020. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Oxbow Advisors held 28,545 shares of Novartis worth $4.36M as of Q1 2026.
  • Oxbow Advisors bought 37 Novartis shares in Q1 2026, an estimated $5.67K.
  • Novartis made up 0.37% of Oxbow Advisors's portfolio in Q1 2026, its #72 holding.
  • Oxbow Advisors first reported a position in Novartis in Q2 2020 and has held it in 15 quarters since.
  • Oxbow Advisors's Novartis position peaked at $9.16M in Q4 2020.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.