Raymond James Financial
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Raymond James Financial’s Novartis NVS Stock Holding History

Raymond James Financial’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 		$295M Buy
1,931,873
+86,268
+5% +$13.2M 0.09% 200
2025
Q4 		$254M Buy
1,845,605
+197,431
+12% +$25.9M 0.08% 220
2025
Q3 		$211M Buy
1,648,174
+720,860
+78% +$88M 0.07% 256
2025
Q2 		$112M Buy
927,314
+30,950
+3% +$3.49M 0.04% 441
2025
Q1 		$99.9M Sell
896,364
-11,448
-1% -$1.22M 0.04% 432
2024
Q4 		$88.3M Buy
+907,812
New +$96.8M 0.03% 484

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial's NVS Position: Q1 2026 in Review

Raymond James Financial increased its Novartis (NVS) stake by 4.7% in Q1 2026, buying an estimated $13.2M and bringing the position to 1,931,873 shares worth $295M. The position accounts for 0.09% of the portfolio, ranked #200.

Raymond James Financial first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Raymond James Financial held 1,931,873 shares of Novartis worth $295M as of Q1 2026.
  • Raymond James Financial bought 86,268 Novartis shares in Q1 2026, an estimated $13.2M.
  • Novartis made up 0.09% of Raymond James Financial's portfolio in Q1 2026, its #200 holding.
  • Raymond James Financial first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.