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RD Lewis Holdings’s Novartis NVS Stock Holding History

RD Lewis Holdings’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 		$1.23M Sell
7,916
-75
-0.9% -$11.5K 1.06% 34
2025
Q4 		$1.2M Hold
7,991
– – 1.02% 34
2025
Q3 		$1.06M Hold
7,991
– – 0.99% 36
2025
Q2 		$926K Buy
7,991
+90
+1% +$10.1K 0.94% 38
2025
Q1 		$903K Buy
7,901
+225
+3% +$24K 1.02% 35
2024
Q4 		$816K Buy
+7,676
New +$819K 0.9% 36

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

RD Lewis Holdings's NVS Position: Q1 2026 in Review

RD Lewis Holdings reduced its Novartis (NVS) stake by 0.94% in Q1 2026, selling an estimated $11.5K and leaving 7,916 shares worth $1.23M. The position accounts for 1.06% of the portfolio, ranked #34.

RD Lewis Holdings first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • RD Lewis Holdings held 7,916 shares of Novartis worth $1.23M as of Q1 2026.
  • RD Lewis Holdings sold 75 Novartis shares in Q1 2026, an estimated $11.5K.
  • Novartis made up 1.06% of RD Lewis Holdings's portfolio in Q1 2026, its #34 holding.
  • RD Lewis Holdings first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.