Shelton Capital Management’s Novartis NVS Stock Holding History

Shelton Capital Management’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	$1.35M	Sell	8,868 -479	-5%	-$73.4K	0.03%	252
2025 Q4	$1.29M	Sell	9,347 -3,745	-29%	-$490K	0.03%	254
2025 Q3	$1.68M	Sell	13,092 -11,793	-47%	-$1.44M	0.04%	231
2025 Q2	$3.01M	Buy	24,885 +17,045	+217%	+$1.92M	0.07%	194
2025 Q1	$874K	Buy	7,840 +366	+5%	+$39K	0.02%	277
2024 Q4	$727K	Sell	7,474 -369	-5%	-$39.3K	0.02%	294
2024 Q3	$902K	Sell	7,843 -35	-0.4%	-$3.97K	0.02%	285
2024 Q2	$839K	Sell	7,878 -208	-3%	-$20.9K	0.02%	285
2024 Q1	$782K	Buy	8,086 +5,386	+199%	+$552K	0.02%	292
2023 Q4	$273K	Sell	2,700 -100	-4%	-$9.65K	0.01%	554
2023 Q3	$285K	Hold	2,800	–	–	0.01%	498
2023 Q2	$283K	Sell	2,800 -50	-2%	-$5K	0.01%	528
2023 Q1	$262K	Buy	2,850 +50	+2%	+$4.37K	0.01%	540
2022 Q4	$254K	Hold	2,800	–	–	0.03%	517
2022 Q3	$213K	Hold	2,800	–	–	0.01%	608
2022 Q2	$237K	Sell	2,800 -600	-18%	-$52.6K	0.01%	591
2022 Q1	$298K	Hold	3,400	–	–	0.01%	558
2021 Q4	$297K	Hold	3,400	–	–	0.01%	566
2021 Q3	$278K	Hold	3,400	–	–	0.01%	587
2021 Q2	$310K	Hold	3,400	–	–	0.01%	546
2021 Q1	$291K	Hold	3,400	–	–	0.01%	569
2020 Q4	$321K	Buy	3,400 +400	+13%	+$35K	0.01%	471
2020 Q3	$261K	Hold	3,000	–	–	0.01%	586
2020 Q2	$262K	Hold	3,000	–	–	0.01%	491
2020 Q1	$247K	Sell	3,000 -50	-2%	-$4.46K	0.02%	464
2019 Q4	$289K	Hold	3,050	–	–	0.02%	549
2019 Q3	$265K	Hold	3,050	–	–	0.02%	590
2019 Q2	$278K	Buy	3,050 +2,723	+833%	+$230K	0.02%	585
2019 Q1	$3.05K	Sell	327 -3,049	-90%	-$245K	0.01%	716
2018 Q4	$260K	Hold	3,376	–	–	0.02%	547
2018 Q3	$261K	Sell	3,376 -89	-3%	-$6.58K	0.01%	698
2018 Q2	$235K	Hold	3,465	–	–	0.01%	710
2018 Q1	$251K	Sell	3,465 -10,666	-75%	-$812K	0.02%	654
2017 Q4	$1.06M	Sell	14,131 -427	-3%	-$32.2K	0.07%	228
2017 Q3	$1.12M	Sell	14,558 -335	-2%	-$25.3K	0.08%	217
2017 Q2	$1.11M	Sell	14,893 -164	-1%	-$11.6K	0.08%	217
2017 Q1	$1M	Sell	15,057 -140	-0.9%	-$9.33K	0.07%	227
2016 Q4	$992K	Hold	15,197	–	–	0.08%	235
2016 Q3	$1.07M	Buy	15,197 +3,220	+27%	+$235K	0.09%	203
2016 Q2	$885K	Buy	11,977 +292	+2%	+$20.2K	0.08%	214
2016 Q1	$758K	Sell	11,685 -580	-5%	-$39.5K	0.07%	252
2015 Q4	$946K	Buy	12,265 +921	+8%	+$73.2K	0.09%	200
2015 Q3	$934K	Buy	11,344 +307	+3%	+$27.3K	0.1%	189
2015 Q2	$973K	Sell	11,037 -2,232	-17%	-$205K	0.1%	189
2015 Q1	$1.17M	Sell	13,269 -633	-5%	-$56.1K	0.13%	166
2014 Q4	$1.15M	Sell	13,902 -1,116	-7%	-$92.5K	0.13%	149
2014 Q3	$1.27M	Hold	15,018	–	–	0.17%	121
2014 Q2	$1.22M	Hold	15,018	–	–	0.17%	118
2014 Q1	$1.14M	Hold	15,018	–	–	0.17%	121
2013 Q4	$1.08M	Hold	15,018	–	–	0.16%	126
2013 Q3	$1.03M	Hold	15,018	–	–	0.17%	118
2013 Q2	$952K	Buy	+15,018	New	+$977K	0.17%	117

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

Shelton Capital Management's NVS Position: Q1 2026 in Review

Shelton Capital Management reduced its Novartis (NVS) stake by 5.1% in Q1 2026, selling an estimated $73.4K and leaving 8,868 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #252.

Shelton Capital Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.01M in Q2 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Shelton Capital Management held 8,868 shares of Novartis worth $1.35M as of Q1 2026.
Shelton Capital Management sold 479 Novartis shares in Q1 2026, an estimated $73.4K.
Novartis made up 0.03% of Shelton Capital Management's portfolio in Q1 2026, its #252 holding.
Shelton Capital Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Novartis position peaked at $3.01M in Q2 2025.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.