Pegasus Asset Management’s Novartis NVS Stock Holding History

Pegasus Asset Management’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	$4.17M	Buy	+27,320	New	+$4.19M	1.33%	28

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

Pegasus Asset Management's NVS Position: Q1 2026 in Review

Pegasus Asset Management opened a new position in Novartis (NVS) in Q1 2026: 27,320 shares worth $4.17M. The stake represents 1.33% of the portfolio and ranks #28 among its holdings.

1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Pegasus Asset Management held 27,320 shares of Novartis worth $4.17M as of Q1 2026.
Novartis was a new Pegasus Asset Management position in Q1 2026.
Novartis made up 1.33% of Pegasus Asset Management's portfolio in Q1 2026, its #28 holding.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Pegasus Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.