Pallas Capital Advisors’s Novartis NVS Stock Holding History

Pallas Capital 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	$227K	Sell	1,484 -317	-18%	-$48.6K	0.01%	727
2025 Q4	$248K	Buy	1,801 +18	+1%	+$2.36K	0.01%	751
2025 Q3	$229K	Hold	1,783	–	–	0.01%	746
2025 Q2	$216K	Buy	+1,783	New	+$201K	0.01%	749
2024 Q1	–	Sell	-5,596	Closed	-$565K	–	447
2023 Q4	$565K	Buy	+5,596	New	+$540K	0.03%	254
2023 Q2	–	Sell	-2,249	Closed	-$226K	–	290
2023 Q1	$226K	Sell	2,249 -992	-31%	-$86.6K	0.02%	251
2022 Q4	$298K	Buy	3,241 +176	+6%	+$14.8K	0.03%	224
2022 Q3	$246K	Buy	3,065 +10	+0.3%	+$829	0.03%	222
2022 Q2	$262K	Sell	3,055 -219	-7%	-$19.2K	0.04%	197
2022 Q1	$303K	Sell	3,274 -1,424	-30%	-$123K	0.04%	198
2021 Q4	$409K	Sell	4,698 -2,030	-30%	-$169K	0.05%	214
2021 Q3	$562K	Buy	6,728 +1,759	+35%	+$158K	0.06%	215
2021 Q2	$455K	Buy	4,969 +650	+15%	+$57.9K	0.06%	199
2021 Q1	$380K	Buy	+4,319	New	+$388K	0.08%	141

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

Pallas Capital Advisors's NVS Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Novartis (NVS) stake by 18% in Q1 2026, selling an estimated $48.6K and leaving 1,484 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #727.

Pallas Capital Advisors first reported a position in NVS in Q1 2021 and has held it in 14 quarters since. The position peaked at $565K in Q4 2023. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Pallas Capital Advisors held 1,484 shares of Novartis worth $227K as of Q1 2026.
Pallas Capital Advisors sold 317 Novartis shares in Q1 2026, an estimated $48.6K.
Novartis made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #727 holding.
Pallas Capital Advisors first reported a position in Novartis in Q1 2021 and has held it in 14 quarters since.
Pallas Capital Advisors's Novartis position peaked at $565K in Q4 2023.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.