Sage Rhino Capital’s Novartis NVS Stock Holding History

Sage Rhino Capital’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	$1.17M	Buy	7,646 +26	+0.3%	+$3.98K	0.22%	87
2025 Q4	$1.05M	Sell	7,620 -399	-5%	-$52.3K	0.2%	94
2025 Q3	$1.03M	Sell	8,019 -101	-1%	-$12.3K	0.2%	95
2025 Q2	$983K	Buy	8,120 +99	+1%	+$11.2K	0.21%	89
2025 Q1	$894K	Buy	8,021 +174	+2%	+$18.5K	0.21%	93
2024 Q4	$764K	Sell	7,847 -319	-4%	-$34K	0.17%	103
2024 Q3	$939K	Buy	8,166 +319	+4%	+$36.2K	0.21%	93
2024 Q2	$835K	Buy	7,847 +41	+0.5%	+$4.12K	0.2%	99
2024 Q1	$755K	Buy	7,806 +162	+2%	+$16.6K	0.18%	104
2023 Q4	$772K	Buy	7,644 +70	+0.9%	+$6.76K	0.2%	97
2023 Q3	$771K	Buy	7,574 +384	+5%	+$39K	0.22%	92
2023 Q2	$726K	Buy	7,190 +267	+4%	+$26.7K	0.2%	98
2023 Q1	$637K	Buy	6,923 +120	+2%	+$10.5K	0.19%	101
2022 Q4	$617K	Buy	6,803 +399	+6%	+$33.6K	0.2%	98
2022 Q3	$487K	Sell	6,404 -1,125	-15%	-$93.3K	0.2%	90
2022 Q2	$636K	Buy	7,529 +765	+11%	+$67.1K	0.24%	78
2022 Q1	$594K	Buy	6,764 +750	+12%	+$64.9K	0.18%	107
2021 Q4	$526K	Buy	6,014 +172	+3%	+$14.3K	0.15%	120
2021 Q3	$478K	Buy	5,842 +48	+0.8%	+$4.32K	0.15%	111
2021 Q2	$529K	Buy	5,794 +564	+11%	+$50.2K	0.16%	105
2021 Q1	$447K	Buy	5,230 +171	+3%	+$15.3K	0.15%	101
2020 Q4	$478K	Buy	5,059 +4	+0.1%	+$350	0.19%	92
2020 Q3	$440K	Sell	5,055 -109	-2%	-$9.44K	0.21%	90
2020 Q2	$451K	Buy	5,164 +415	+9%	+$35.8K	0.24%	83
2020 Q1	$392K	Buy	4,749 +26	+0.6%	+$2.32K	0.28%	76
2019 Q4	$443K	Buy	4,723 +42	+0.9%	+$3.77K	0.25%	84
2019 Q3	$407K	Sell	4,681 -78	-2%	-$7K	0.26%	83
2019 Q2	$435K	Sell	4,759 -348	-7%	-$29.5K	0.28%	74
2019 Q1	$440K	Buy	+5,107	New	+$410K	0.29%	74

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

Sage Rhino Capital's NVS Position: Q1 2026 in Review

Sage Rhino Capital increased its Novartis (NVS) stake by 0.34% in Q1 2026, buying an estimated $3.98K and bringing the position to 7,646 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #87.

Sage Rhino Capital first reported a position in NVS in Q1 2019 and has held it in 29 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Sage Rhino Capital held 7,646 shares of Novartis worth $1.17M as of Q1 2026.
Sage Rhino Capital bought 26 Novartis shares in Q1 2026, an estimated $3.98K.
Novartis made up 0.22% of Sage Rhino Capital's portfolio in Q1 2026, its #87 holding.
Sage Rhino Capital first reported a position in Novartis in Q1 2019 and has held it in 29 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.