Silicon Valley Capital Partners’s Novartis NVS Stock Holding History

Silicon Valley Capital 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	$4.67K	Buy	+31	New	+$4.75K	﹤0.01%	244
2025 Q3	–	Sell	-124	Closed	-$15K	–	319
2025 Q2	$15K	Sell	124 -132	-52%	-$14.9K	﹤0.01%	188
2025 Q1	$28.9K	Hold	256	–	–	﹤0.01%	161
2024 Q4	$24.9K	Hold	256	–	–	﹤0.01%	184
2024 Q3	$29.5K	Hold	256	–	–	﹤0.01%	164
2024 Q2	$27.3K	Buy	256 +6	+2%	+$602	﹤0.01%	168
2024 Q1	$24.2K	Hold	250	–	–	﹤0.01%	170
2023 Q4	$25.2K	Hold	250	–	–	﹤0.01%	162
2023 Q3	$25.5K	Hold	250	–	–	﹤0.01%	134
2023 Q2	$25.2K	Buy	+250	New	+$25K	﹤0.01%	133

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

Silicon Valley Capital Partners's NVS Position: Q1 2026 in Review

Silicon Valley Capital Partners opened a new position in Novartis (NVS) in Q1 2026: 31 shares worth $4.67K. The stake represents ﹤0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: Silicon Valley Capital Partners previously reported a position in NVS as recently as Q2 2025.

Silicon Valley Capital Partners first reported a position in NVS in Q2 2023 and has held it in 10 quarters since. The position peaked at $29.5K in Q3 2024. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Silicon Valley Capital Partners held 31 shares of Novartis worth $4.67K as of Q1 2026.
Novartis was a new Silicon Valley Capital Partners position in Q1 2026.
Novartis made up ﹤0.01% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #244 holding.
Silicon Valley Capital Partners first reported a position in Novartis in Q2 2023 and has held it in 10 quarters since.
Silicon Valley Capital Partners's Novartis position peaked at $29.5K in Q3 2024.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.