Quantinno Capital Management’s Novartis NVS Stock Holding History

Quantinno Capital 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	$52M	Buy	340,728 +39,537	+13%	+$6.06M	0.09%	265
2025 Q4	$41.5M	Buy	301,191 +48,545	+19%	+$6.36M	0.08%	267
2025 Q3	$32.4M	Buy	252,646 +53,897	+27%	+$6.58M	0.09%	254
2025 Q2	$24.1M	Buy	198,749 +39,102	+24%	+$4.41M	0.1%	207
2025 Q1	$17.8M	Buy	159,647 +19,291	+14%	+$2.05M	0.12%	181
2024 Q4	$13.7M	Buy	140,356 +16,966	+14%	+$1.81M	0.13%	123
2024 Q3	$14.2M	Buy	123,390 +11,811	+11%	+$1.34M	0.18%	81
2024 Q2	$11.9M	Buy	111,579 +42,312	+61%	+$4.25M	0.21%	72
2024 Q1	$6.7M	Buy	69,267 +7,459	+12%	+$765K	0.15%	132
2023 Q4	$6.24M	Buy	61,808 +4,459	+8%	+$430K	0.22%	70
2023 Q3	$5.84M	Buy	57,349 +37,594	+190%	+$3.82M	0.27%	50
2023 Q2	$1.99M	Buy	19,755 +2,587	+15%	+$259K	0.11%	221
2023 Q1	$1.58M	Buy	17,168 +4,274	+33%	+$373K	0.1%	256
2022 Q4	$1.17M	Buy	+12,894	New	+$1.09M	0.09%	315
2022 Q1	–	Sell	-2,968	Closed	-$260K	–	569
2021 Q4	$260K	Buy	+2,968	New	+$246K	0.05%	439

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

Quantinno Capital Management's NVS Position: Q1 2026 in Review

Quantinno Capital Management increased its Novartis (NVS) stake by 13% in Q1 2026, buying an estimated $6.06M and bringing the position to 340,728 shares worth $52M. The position accounts for 0.09% of the portfolio, ranked #265.

Quantinno Capital Management first reported a position in NVS in Q4 2021 and has held it in 15 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Quantinno Capital Management held 340,728 shares of Novartis worth $52M as of Q1 2026.
Quantinno Capital Management bought 39,537 Novartis shares in Q1 2026, an estimated $6.06M.
Novartis made up 0.09% of Quantinno Capital Management's portfolio in Q1 2026, its #265 holding.
Quantinno Capital Management first reported a position in Novartis in Q4 2021 and has held it in 15 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.