Schulhoff & Co’s Novartis NVS Stock Holding History

Schulhoff & Co’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	$924K	Hold	6,050	–	–	0.38%	60
2025 Q4	$834K	Sell	6,050 -7	-0.1%	-$917	0.35%	65
2025 Q3	$777K	Sell	6,057 -1	-0%	-$122	0.33%	66
2025 Q2	$733K	Buy	6,058 +4	+0.1%	+$451	0.33%	66
2025 Q1	$675K	Sell	6,054 -156	-3%	-$16.6K	0.3%	68
2024 Q4	$604K	Hold	6,210	–	–	0.22%	70
2024 Q3	$714K	Hold	6,210	–	–	0.3%	67
2024 Q2	$661K	Buy	6,210 +6	+0.1%	+$602	0.3%	71
2024 Q1	$600K	Buy	6,204 +153	+3%	+$15.7K	0.26%	72
2023 Q4	$611K	Hold	6,051	–	–	0.29%	70
2023 Q3	$616K	Hold	6,051	–	–	0.31%	66
2023 Q2	$611K	Buy	6,051 +4	+0.1%	+$400	0.28%	70
2023 Q1	$556K	Hold	6,047	–	–	0.26%	71
2022 Q4	$549K	Hold	6,047	–	–	0.25%	72
2022 Q3	$459K	Hold	6,047	–	–	0.24%	73
2022 Q2	$511K	Buy	6,047 +5	+0.1%	+$439	0.24%	71
2022 Q1	$530K	Hold	6,042	–	–	0.22%	73
2021 Q4	$528K	Hold	6,042	–	–	0.22%	71
2021 Q3	$494K	Hold	6,042	–	–	0.22%	73
2021 Q2	$551K	Buy	6,042 +4	+0.1%	+$356	0.24%	69
2021 Q1	$516K	Hold	6,038	–	–	0.24%	71
2020 Q4	$570K	Hold	6,038	–	–	0.29%	67
2020 Q3	$525K	Hold	6,038	–	–	0.28%	63
2020 Q2	$527K	Sell	6,038 -2,038	-25%	-$176K	0.31%	64
2020 Q1	$665K	Hold	8,076	–	–	0.42%	57
2019 Q4	$764K	Hold	8,076	–	–	0.36%	59
2019 Q3	$701K	Sell	8,076 -900	-10%	-$80.8K	0.34%	63
2019 Q2	$819K	Sell	8,976 -1,037	-10%	-$87.8K	0.42%	56
2019 Q1	$862K	Hold	10,013	–	–	0.46%	54
2018 Q4	$769K	Sell	10,013 -446	-4%	-$34.7K	0.48%	53
2018 Q3	$807K	Buy	10,459 +335	+3%	+$24.8K	0.45%	53
2018 Q2	$685K	Buy	10,124 +340	+3%	+$23.5K	0.41%	54
2018 Q1	$708K	Buy	9,784 +4	+0%	+$305	0.42%	55
2017 Q4	$735K	Buy	9,780 +224	+2%	+$16.9K	0.41%	54
2017 Q3	$735K	Buy	9,556 +268	+3%	+$20.2K	0.44%	52
2017 Q2	$694K	Buy	9,288 +382	+4%	+$27.1K	0.42%	56
2017 Q1	$592K	Buy	8,906 +1,312	+17%	+$87.4K	0.36%	61
2016 Q4	$495K	Sell	7,594 -38	-0.5%	-$2.46K	0.3%	63
2016 Q3	$540K	Buy	7,632 +45	+0.6%	+$3.28K	0.33%	60
2016 Q2	$560K	Buy	7,587 +6	+0.1%	+$415	0.35%	59
2016 Q1	$492K	Buy	7,581 +128	+2%	+$8.71K	0.32%	62
2015 Q4	$574K	Hold	7,453	–	–	0.39%	53
2015 Q3	$613K	Buy	7,453 +111	+2%	+$9.88K	0.44%	50
2015 Q2	$647K	Sell	7,342 -168	-2%	-$15.4K	0.41%	50
2015 Q1	$663K	Hold	7,510	–	–	0.41%	51
2014 Q4	$623K	Buy	7,510 +28	+0.4%	+$2.32K	0.38%	53
2014 Q3	$631K	Sell	7,482 -251	-3%	-$20.3K	0.39%	51
2014 Q2	$627K	Buy	7,733 +1,639	+27%	+$129K	0.39%	52
2014 Q1	$464K	Sell	6,094 -564	-8%	-$41.1K	0.31%	57
2013 Q4	$480K	Buy	6,658 +195	+3%	+$13.6K	0.33%	55
2013 Q3	$444K	Buy	6,463 +670	+12%	+$44.3K	0.32%	57
2013 Q2	$367K	Buy	+5,793	New	+$377K	0.28%	62

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

Schulhoff & Co's NVS Position: Q1 2026 in Review

Schulhoff & Co held its Novartis (NVS) position steady in Q1 2026 at 6,050 shares worth $924K. The position accounts for 0.38% of the portfolio, ranked #60.

Schulhoff & Co first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Schulhoff & Co held 6,050 shares of Novartis worth $924K as of Q1 2026.
Schulhoff & Co left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.38% of Schulhoff & Co's portfolio in Q1 2026, its #60 holding.
Schulhoff & Co first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Schulhoff & Co's 13F filing for Q1 2026, filed 11 May 2026.