Principal Street Partners’s Novartis NVS Stock Holding History

Principal Street Partners’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	$887K	Buy	5,806 +79	+1%	+$12.1K	0.14%	86
2025 Q4	$790K	Sell	5,727 -593	-9%	-$77.7K	0.13%	94
2025 Q3	$810K	Sell	6,320 -5,908	-48%	-$721K	0.13%	95
2025 Q2	$1.48M	Buy	12,228 +6,148	+101%	+$693K	0.15%	90
2025 Q1	$678K	Sell	6,080 -1	-0%	-$106	0.13%	103
2024 Q4	$592K	Buy	6,081 +1	+0%	+$107	0.12%	113
2024 Q3	$647K	Hold	6,080	–	–	0.11%	116
2024 Q2	$647K	Hold	6,080	–	–	0.12%	109
2024 Q1	$621K	Buy	6,080 +4,091	+206%	+$419K	0.12%	117
2023 Q4	$201K	Buy	+1,989	New	+$192K	0.05%	205
2023 Q1	–	Sell	-4,065	Closed	-$369K	–	236
2022 Q4	$369K	Sell	4,065 -354	-8%	-$29.8K	0.09%	148
2022 Q3	$336K	Buy	4,419 +1,106	+33%	+$91.7K	0.09%	149
2022 Q2	$280K	Buy	+3,313	New	+$291K	0.07%	170

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

Principal Street Partners's NVS Position: Q1 2026 in Review

Principal Street Partners increased its Novartis (NVS) stake by 1.4% in Q1 2026, buying an estimated $12.1K and bringing the position to 5,806 shares worth $887K. The position accounts for 0.14% of the portfolio, ranked #86.

Principal Street Partners first reported a position in NVS in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.48M in Q2 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Principal Street Partners held 5,806 shares of Novartis worth $887K as of Q1 2026.
Principal Street Partners bought 79 Novartis shares in Q1 2026, an estimated $12.1K.
Novartis made up 0.14% of Principal Street Partners's portfolio in Q1 2026, its #86 holding.
Principal Street Partners first reported a position in Novartis in Q2 2022 and has held it in 13 quarters since.
Principal Street Partners's Novartis position peaked at $1.48M in Q2 2025.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.