Paradigm Capital Management (Nevada)’s Novartis NVS Stock Holding History

Paradigm Capital Management (Nevada)’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	$333K	Sell	2,177 -65	-3%	-$9.96K	0.31%	51
2025 Q4	$309K	Sell	2,242 -33	-1%	-$4.32K	0.29%	51
2025 Q3	$292K	Sell	2,275 -500	-18%	-$61K	0.29%	52
2025 Q2	$336K	Buy	2,775 +75	+3%	+$8.45K	0.33%	48
2025 Q1	$301K	Sell	2,700 -245	-8%	-$26.1K	0.31%	45
2024 Q4	$287K	Hold	2,945	–	–	0.27%	53
2024 Q3	$339K	Buy	+2,945	New	+$334K	0.33%	50
2022 Q4	$303K	Sell	3,345 -100	-3%	-$8.42K	0.44%	37
2022 Q3	$262K	Sell	3,445 -175	-5%	-$14.5K	0.35%	42
2022 Q2	$306K	Sell	3,620 -500	-12%	-$43.9K	0.38%	39
2022 Q1	$362K	Sell	4,120 -225	-5%	-$19.5K	0.36%	43
2021 Q4	$380K	Buy	+4,345	New	+$361K	0.38%	44

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

Paradigm Capital Management (Nevada)'s NVS Position: Q1 2026 in Review

Paradigm Capital Management (Nevada) reduced its Novartis (NVS) stake by 2.9% in Q1 2026, selling an estimated $9.96K and leaving 2,177 shares worth $333K. The position accounts for 0.31% of the portfolio, ranked #51.

Paradigm Capital Management (Nevada) first reported a position in NVS in Q4 2021 and has held it in 12 quarters since. The position peaked at $380K in Q4 2021. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Paradigm Capital Management (Nevada) held 2,177 shares of Novartis worth $333K as of Q1 2026.
Paradigm Capital Management (Nevada) sold 65 Novartis shares in Q1 2026, an estimated $9.96K.
Novartis made up 0.31% of Paradigm Capital Management (Nevada)'s portfolio in Q1 2026, its #51 holding.
Paradigm Capital Management (Nevada) first reported a position in Novartis in Q4 2021 and has held it in 12 quarters since.
Paradigm Capital Management (Nevada)'s Novartis position peaked at $380K in Q4 2021.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Paradigm Capital Management (Nevada)'s 13F filing for Q1 2026, filed 6 May 2026.