Pekin Hardy Strauss’s Novartis NVS Stock Holding History

Pekin Hardy Strauss’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	$4.2M	Sell	27,486 -3,225	-11%	-$494K	0.44%	61
2025 Q4	$4.23M	Sell	30,711 -1,855	-6%	-$243K	0.39%	61
2025 Q3	$4.18M	Sell	32,566 -925	-3%	-$113K	0.42%	63
2025 Q2	$4.05M	Sell	33,491 -1,754	-5%	-$198K	0.46%	57
2025 Q1	$3.93M	Sell	35,245 -905	-3%	-$96.3K	0.48%	59
2024 Q4	$3.52M	Sell	36,150 -2,343	-6%	-$250K	0.45%	59
2024 Q3	$4.43M	Sell	38,493 -325	-0.8%	-$36.9K	0.56%	55
2024 Q2	$4.13M	Sell	38,818 -1,152	-3%	-$116K	0.57%	52
2024 Q1	$3.87M	Sell	39,970 -589	-1%	-$60.4K	0.53%	58
2023 Q4	$4.1M	Sell	40,559 -1,285	-3%	-$124K	0.58%	49
2023 Q3	$4.26M	Sell	41,844 -850	-2%	-$86.3K	0.67%	42
2023 Q2	$4.31M	Sell	42,694 -1,008	-2%	-$101K	0.47%	43
2023 Q1	$4.02M	Sell	43,702 -29	-0.1%	-$2.53K	0.54%	52
2022 Q4	$3.97M	Sell	43,731 -521	-1%	-$43.9K	0.55%	52
2022 Q3	$3.36M	Sell	44,252 -900	-2%	-$74.6K	0.54%	51
2022 Q2	$3.82M	Buy	45,152 +650	+1%	+$57K	0.54%	54
2022 Q1	$3.9M	Sell	44,502 -3,023	-6%	-$262K	0.49%	50
2021 Q4	$4.16M	Sell	47,525 -4,149	-8%	-$344K	0.56%	47
2021 Q3	$4.23M	Sell	51,674 -215	-0.4%	-$19.3K	0.6%	42
2021 Q2	$4.73M	Sell	51,889 -2,730	-5%	-$243K	0.66%	40
2021 Q1	$4.67M	Sell	54,619 -2,813	-5%	-$252K	0.74%	33
2020 Q4	$5.42M	Sell	57,432 -4,769	-8%	-$417K	0.94%	28
2020 Q3	$5.41M	Sell	62,201 -2,737	-4%	-$237K	1.11%	23
2020 Q2	$5.67M	Sell	64,938 -1,675	-3%	-$145K	1.25%	24
2020 Q1	$5.49M	Sell	66,613 -4,603	-6%	-$411K	1.23%	21
2019 Q4	$6.74M	Sell	71,216 -2,625	-4%	-$236K	1.11%	25
2019 Q3	$6.42M	Sell	73,841 -3,554	-5%	-$319K	1.25%	21
2019 Q2	$7.07M	Sell	77,395 -14,908	-16%	-$1.26M	1.4%	15
2019 Q1	$7.95M	Sell	92,303 -2,395	-3%	-$192K	0.62%	16
2018 Q4	$7.28M	Sell	94,698 -45,237	-32%	-$3.52M	1.27%	16
2018 Q3	$10.8M	Sell	139,935 -1,742	-1%	-$129K	1.87%	12
2018 Q2	$9.59M	Sell	141,677 -2,639	-2%	-$182K	1.82%	13
2018 Q1	$10.5M	Sell	144,316 -4,871	-3%	-$371K	1.9%	13
2017 Q4	$11.2M	Sell	149,187 -5,068	-3%	-$382K	2.05%	12
2017 Q3	$11.9M	Sell	154,255 -2,012	-1%	-$152K	2.22%	8
2017 Q2	$11.7M	Sell	156,267 -549	-0.4%	-$38.9K	1.84%	9
2017 Q1	$10.4M	Sell	156,816 -1,528	-1%	-$102K	2.04%	13
2016 Q4	$10.3M	Buy	158,344 +279	+0.2%	+$18.1K	0.92%	11
2016 Q3	$11.2M	Sell	158,065 -4,084	-3%	-$298K	1.91%	12
2016 Q2	$12M	Sell	162,149 -4,612	-3%	-$319K	2.63%	10
2016 Q1	$10.8M	Sell	166,761 -6,139	-4%	-$418K	2.52%	10
2015 Q4	$13.3M	Sell	172,900 -6,919	-4%	-$550K	3.03%	8
2015 Q3	$14.8M	Sell	179,819 -21,680	-11%	-$1.93M	3.38%	7
2015 Q2	$17.8M	Sell	201,499 -6,610	-3%	-$606K	3.44%	7
2015 Q1	$18.4M	Sell	208,109 -70,497	-25%	-$6.25M	3.42%	8
2014 Q4	$23.1M	Sell	278,606 -10,334	-4%	-$857K	3.4%	6
2014 Q3	$24.4M	Sell	288,940 -12,285	-4%	-$994K	4.14%	9
2014 Q2	$24.4M	Sell	301,225 -11,590	-4%	-$912K	3.84%	8
2014 Q1	$23.8M	Sell	312,815 -39,411	-11%	-$2.87M	3.88%	8
2013 Q4	$25.4M	Sell	352,226 -1,642	-0.5%	-$114K	3.94%	6
2013 Q3	$24.3M	Sell	353,868 -30,048	-8%	-$1.99M	3.85%	10
2013 Q2	$24.3M	Buy	+383,916	New	+$25M	4.13%	8

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

Pekin Hardy Strauss's NVS Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its Novartis (NVS) stake by 11% in Q1 2026, selling an estimated $494K and leaving 27,486 shares worth $4.2M. The position accounts for 0.44% of the portfolio, ranked #61.

Pekin Hardy Strauss first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.4M in Q4 2013. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Pekin Hardy Strauss held 27,486 shares of Novartis worth $4.2M as of Q1 2026.
Pekin Hardy Strauss sold 3,225 Novartis shares in Q1 2026, an estimated $494K.
Novartis made up 0.44% of Pekin Hardy Strauss's portfolio in Q1 2026, its #61 holding.
Pekin Hardy Strauss first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
Pekin Hardy Strauss's Novartis position peaked at $25.4M in Q4 2013.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.