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Quartz Partners’s Novartis NVS Stock Holding History

Quartz 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 		$5.35M Sell
34,994
-388
-1% -$59.5K 2.07% 13
2025
Q4 		$4.88M Buy
35,382
+2,970
+9% +$389K 1.82% 19
2025
Q3 		$4.16M Buy
32,412
+7,330
+29% +$894K 1.51% 23
2025
Q2 		$3.04M Sell
25,082
-137
-0.5% -$15.4K 1.39% 21
2025
Q1 		$2.81M Buy
25,219
+7,056
+39% +$751K 1.71% 17
2024
Q4 		$1.77M Buy
18,163
+853
+5% +$91K 1.08% 24
2024
Q3 		$1.99M Buy
+17,310
New +$1.96M 1.25% 19

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

Quartz Partners's NVS Position: Q1 2026 in Review

Quartz Partners reduced its Novartis (NVS) stake by 1.1% in Q1 2026, selling an estimated $59.5K and leaving 34,994 shares worth $5.35M. The position accounts for 2.07% of the portfolio, ranked #13.

Quartz Partners first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Quartz Partners held 34,994 shares of Novartis worth $5.35M as of Q1 2026.
  • Quartz Partners sold 388 Novartis shares in Q1 2026, an estimated $59.5K.
  • Novartis made up 2.07% of Quartz Partners's portfolio in Q1 2026, its #13 holding.
  • Quartz Partners first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.