Palladiem’s Novartis NVS Stock Holding History

Palladiem’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	$338K	Buy	2,181 +11	+0.5%	+$1.69K	0.32%	35
2025 Q4	$301K	Buy	+2,170	New	+$284K	0.29%	38
2023 Q3	$276K	Buy	2,708 +185	+7%	+$18.8K	0.3%	40
2023 Q2	$255K	Hold	2,523	–	–	0.26%	47
2023 Q1	$232K	Hold	2,523	–	–	0.25%	45
2022 Q4	$229K	Buy	+2,523	New	+$213K	0.24%	47
2022 Q3	–	Sell	-2,553	Closed	-$216K	–	57
2022 Q2	$216K	Sell	2,553 -240	-9%	-$21.1K	0.21%	46
2022 Q1	$245K	Hold	2,793	–	–	0.22%	43
2021 Q4	$244K	Hold	2,793	–	–	0.2%	53
2021 Q3	$228K	Hold	2,793	–	–	0.18%	47
2021 Q2	$255K	Hold	2,793	–	–	0.21%	54
2021 Q1	$239K	Sell	2,793 -4	-0.1%	-$359	0.21%	48
2020 Q4	$264K	Buy	+2,797	New	+$244K	0.25%	47
2015 Q3	$9K	Hold	112	–	–	0.01%	98
2015 Q2	$10K	Hold	112	–	–	0.01%	149
2015 Q1	$10K	Hold	112	–	–	0.01%	123
2014 Q4	$9K	Buy	+112	New	+$9.28K	0.01%	137

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

Palladiem's NVS Position: Q1 2026 in Review

Palladiem increased its Novartis (NVS) stake by 0.51% in Q1 2026, buying an estimated $1.69K and bringing the position to 2,181 shares worth $338K. The position accounts for 0.32% of the portfolio, ranked #35.

Palladiem first reported a position in NVS in Q4 2014 and has held it in 17 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Palladiem held 2,181 shares of Novartis worth $338K as of Q1 2026.
Palladiem bought 11 Novartis shares in Q1 2026, an estimated $1.69K.
Novartis made up 0.32% of Palladiem's portfolio in Q1 2026, its #35 holding.
Palladiem first reported a position in Novartis in Q4 2014 and has held it in 17 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Palladiem's 13F filing for Q1 2026, filed 6 May 2026.