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Principal Securities’s Novartis NVS Stock Holding History

Principal Securities’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 		$4.81M Sell
31,464
-2,904
-8% -$445K 0.07% 270
2025
Q4 		$4.74M Sell
34,368
-1,403
-4% -$184K 0.07% 255
2025
Q3 		$4.59M Sell
35,771
-913
-2% -$111K 0.08% 248
2025
Q2 		$4.44M Buy
36,684
+7,814
+27% +$881K 0.08% 239
2025
Q1 		$2.81M Buy
28,870
+113
+0.4% +$12K 0.06% 279
2024
Q4 		$2.8M Buy
28,757
+2,613
+10% +$279K 0.06% 279
2024
Q3 		$3.01M Buy
26,144
+4,153
+19% +$471K 0.07% 251
2024
Q2 		$2.34M Buy
21,991
+5,630
+34% +$565K 0.06% 272
2024
Q1 		$1.58M Sell
16,361
-3,788
-19% -$388K 0.05% 331
2023
Q4 		$2.03M Buy
+20,149
New +$1.94M 0.08% 246

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Securities's NVS Position: Q1 2026 in Review

Principal Securities reduced its Novartis (NVS) stake by 8.4% in Q1 2026, selling an estimated $445K and leaving 31,464 shares worth $4.81M. The position accounts for 0.07% of the portfolio, ranked #270.

Principal Securities first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Principal Securities held 31,464 shares of Novartis worth $4.81M as of Q1 2026.
  • Principal Securities sold 2,904 Novartis shares in Q1 2026, an estimated $445K.
  • Novartis made up 0.07% of Principal Securities's portfolio in Q1 2026, its #270 holding.
  • Principal Securities first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.