Pinnacle West Asset Management’s Novartis NVS Stock Holding History

Pinnacle West 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	$635K	Sell	4,155 -115	-3%	-$17.6K	0.43%	66
2025 Q4	$589K	Sell	4,270 -100	-2%	-$13.1K	0.38%	68
2025 Q3	$560K	Buy	4,370 +140	+3%	+$17.1K	0.36%	69
2025 Q2	$512K	Hold	4,230	–	–	0.35%	73
2025 Q1	$472K	Buy	4,230 +75	+2%	+$7.98K	0.34%	77
2024 Q4	$404K	Buy	4,155 +25	+0.6%	+$2.67K	0.29%	80
2024 Q3	$475K	Buy	4,130 +30	+0.7%	+$3.4K	0.34%	77
2024 Q2	$436K	Hold	4,100	–	–	0.34%	75
2024 Q1	$397K	Buy	4,100 +20	+0.5%	+$2.05K	0.32%	77
2023 Q4	$412K	Buy	4,080 +180	+5%	+$17.4K	0.35%	74
2023 Q3	$397K	Buy	3,900 +625	+19%	+$63.4K	0.39%	71
2023 Q2	$330K	Sell	3,275 -125	-4%	-$12.5K	0.32%	82
2023 Q1	$313K	Buy	+3,400	New	+$297K	0.33%	84

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

Pinnacle West Asset Management's NVS Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Novartis (NVS) stake by 2.7% in Q1 2026, selling an estimated $17.6K and leaving 4,155 shares worth $635K. The position accounts for 0.43% of the portfolio, ranked #66.

Pinnacle West Asset Management first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Pinnacle West Asset Management held 4,155 shares of Novartis worth $635K as of Q1 2026.
Pinnacle West Asset Management sold 115 Novartis shares in Q1 2026, an estimated $17.6K.
Novartis made up 0.43% of Pinnacle West Asset Management's portfolio in Q1 2026, its #66 holding.
Pinnacle West Asset Management first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.