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SIH Partners’s Novartis NVS Stock Holding History

SIH Partners’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 		$443K Sell
2,903
-23,676
-89% -$3.63M 0.01% 223
2025
Q4 		$3.66M Hold
26,579
– – 0.07% 82
2025
Q3 		$3.41M Hold
26,579
– – 0.1% 72
2025
Q2 		$3.22M Sell
26,579
-1,724
-6% -$194K 0.12% 66
2025
Q1 		$3.16M Buy
28,303
+2,903
+11% +$309K 0.11% 67
2024
Q4 		$2.47M Buy
+25,400
New +$2.71M 0.13% 53

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIH Partners's NVS Position: Q1 2026 in Review

SIH Partners reduced its Novartis (NVS) stake by 89% in Q1 2026, selling an estimated $3.63M and leaving 2,903 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #223.

SIH Partners first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.66M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • SIH Partners held 2,903 shares of Novartis worth $443K as of Q1 2026.
  • SIH Partners sold 23,676 Novartis shares in Q1 2026, an estimated $3.63M.
  • Novartis made up 0.01% of SIH Partners's portfolio in Q1 2026, its #223 holding.
  • SIH Partners first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • SIH Partners's Novartis position peaked at $3.66M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on SIH Partners's 13F filing for Q1 2026, filed 15 May 2026.