Perennial Investment Advisors’s Novartis NVS Stock Holding History

Perennial Investment 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	$553K	Buy	3,618 +394	+12%	+$60.4K	0.04%	279
2025 Q4	$444K	Buy	3,224 +172	+6%	+$22.5K	0.04%	295
2025 Q3	$391K	Sell	3,052 -15	-0.5%	-$1.83K	0.03%	305
2025 Q2	$371K	Buy	3,067 +38	+1%	+$4.28K	0.04%	305
2025 Q1	$338K	Buy	+3,029	New	+$322K	0.04%	298
2024 Q4	–	Sell	-1,894	Closed	-$218K	–	429
2024 Q3	$218K	Buy	+1,894	New	+$215K	0.03%	351
2024 Q1	–	Sell	-2,006	Closed	-$203K	–	376
2023 Q4	$203K	Sell	2,006 -5	-0.2%	-$483	0.03%	308
2023 Q3	$205K	Buy	2,011 +15	+0.8%	+$1.52K	0.04%	305
2023 Q2	$201K	Buy	+1,996	New	+$200K	0.04%	315

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

Perennial Investment Advisors's NVS Position: Q1 2026 in Review

Perennial Investment Advisors increased its Novartis (NVS) stake by 12% in Q1 2026, buying an estimated $60.4K and bringing the position to 3,618 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #279.

Perennial Investment Advisors first reported a position in NVS in Q2 2023 and has held it in 9 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Perennial Investment Advisors held 3,618 shares of Novartis worth $553K as of Q1 2026.
Perennial Investment Advisors bought 394 Novartis shares in Q1 2026, an estimated $60.4K.
Novartis made up 0.04% of Perennial Investment Advisors's portfolio in Q1 2026, its #279 holding.
Perennial Investment Advisors first reported a position in Novartis in Q2 2023 and has held it in 9 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.