Seven Mile Advisory’s Novartis NVS Stock Holding History

Seven Mile Advisory’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	$615K	Buy	4,023 +61	+2%	+$9.35K	0.44%	40
2025 Q4	$546K	Sell	3,962 -741	-16%	-$97K	0.09%	107
2025 Q3	$603K	Buy	4,703 +346	+8%	+$42.2K	0.1%	109
2025 Q2	$527K	Buy	4,357 +115	+3%	+$13K	0.32%	58
2025 Q1	$473K	Buy	4,242 +655	+18%	+$69.7K	0.32%	61
2024 Q4	$349K	Sell	3,587 -436	-11%	-$46.5K	0.22%	88
2024 Q3	$463K	Buy	4,023 +281	+8%	+$31.9K	0.31%	63
2024 Q2	$398K	Buy	3,742 +69	+2%	+$6.93K	0.29%	67
2024 Q1	$355K	Buy	3,673 +55	+2%	+$5.64K	0.27%	82
2023 Q4	$365K	Buy	3,618 +224	+7%	+$21.6K	0.32%	68
2023 Q3	$346K	Sell	3,394 -85	-2%	-$8.63K	0.36%	65
2023 Q2	$351K	Buy	+3,479	New	+$348K	0.41%	61

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

Seven Mile Advisory's NVS Position: Q1 2026 in Review

Seven Mile Advisory increased its Novartis (NVS) stake by 1.5% in Q1 2026, buying an estimated $9.35K and bringing the position to 4,023 shares worth $615K. The position accounts for 0.44% of the portfolio, ranked #40.

Seven Mile Advisory first reported a position in NVS in Q2 2023 and has held it in 12 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Seven Mile Advisory held 4,023 shares of Novartis worth $615K as of Q1 2026.
Seven Mile Advisory bought 61 Novartis shares in Q1 2026, an estimated $9.35K.
Novartis made up 0.44% of Seven Mile Advisory's portfolio in Q1 2026, its #40 holding.
Seven Mile Advisory first reported a position in Novartis in Q2 2023 and has held it in 12 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.