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Sage Mountain Advisors’s Novartis NVS Stock Holding History

Sage Mountain Advisors’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 		– Sell
-4,386
Closed -$605K – 480
2025
Q4 		$605K Buy
4,386
+8
+0.2% +$1.05K 0.03% 244
2025
Q3 		$561K Buy
4,378
+1,367
+45% +$167K 0.03% 248
2025
Q2 		$364K Hold
3,011
– – 0.02% 291
2025
Q1 		$336K Buy
3,011
+196
+7% +$20.9K 0.02% 277
2024
Q4 		$274K Sell
2,815
-783
-22% -$83.5K 0.02% 315
2024
Q3 		$414K Buy
3,598
+171
+5% +$19.4K 0.04% 235
2024
Q2 		$365K Buy
3,427
+43
+1% +$4.32K 0.03% 218
2024
Q1 		$327K Buy
3,384
+1,179
+53% +$121K 0.03% 223
2023
Q4 		$223K Buy
2,205
+1
+0% +$97 0.03% 247
2023
Q3 		$224K Hold
2,204
– – 0.03% 227
2023
Q2 		$222K Sell
2,204
-31
-1% -$3.1K 0.03% 233
2023
Q1 		$206K Buy
+2,235
New +$195K 0.03% 230

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 $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sage Mountain Advisors's NVS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Novartis (NVS) in Q1 2026, closing a stake of 4,386 shares — an estimated $605K sold.

Sage Mountain Advisors first reported a position in NVS in Q1 2023 and held it in 12 quarters. The position peaked at $605K in Q4 2025. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,386 Novartis shares in Q1 2026, an estimated $605K.
  • Sage Mountain Advisors first reported a position in Novartis in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Novartis position peaked at $605K in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.