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Sittner & Nelson’s Novartis NVS Stock Holding History

Sittner & Nelson’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 		$1.27M Sell
8,316
-150
-2% -$23K 0.46% 49
2025
Q4 		$1.32M Buy
8,466
+49
+0.6% +$6.42K 0.47% 46
2025
Q3 		$1.08M Hold
8,417
– – 0.39% 48
2025
Q2 		$1.02M Sell
8,417
-112
-1% -$12.6K 0.41% 49
2025
Q1 		$951K Hold
8,529
– – 0.41% 45
2024
Q4 		$830K Hold
8,529
– – 0.36% 48
2024
Q3 		$981K Sell
8,529
-240
-3% -$27.2K 0.44% 42
2024
Q2 		$934K Sell
8,769
-276
-3% -$27.7K 0.46% 43
2024
Q1 		$875K Buy
9,045
+43
+0.5% +$4.41K 0.44% 43
2023
Q4 		$909K Sell
9,002
-513
-5% -$49.5K 0.49% 40
2023
Q3 		$969K Sell
9,515
-200
-2% -$20.3K 0.56% 36
2023
Q2 		$980K Sell
9,715
-3,923
-29% -$392K 0.54% 38
2023
Q1 		$1.25M Buy
13,638
+56
+0.4% +$4.89K 0.72% 35
2022
Q4 		$1.23M Buy
13,582
+545
+4% +$45.9K 0.75% 33
2022
Q3 		$991K Buy
13,037
+1,650
+14% +$137K 0.67% 37
2022
Q2 		$963K Buy
11,387
+1,250
+12% +$110K 0.63% 38
2022
Q1 		$890K Buy
10,137
+139
+1% +$12K 0.52% 40
2021
Q4 		$875K Buy
9,998
+300
+3% +$24.9K 0.51% 40
2021
Q3 		$793K Buy
9,698
+483
+5% +$43.5K 0.51% 42
2021
Q2 		$841K Buy
9,215
+250
+3% +$22.3K 0.59% 38
2021
Q1 		$766K Buy
8,965
+20
+0.2% +$1.79K 0.57% 38
2020
Q4 		$845K Buy
+8,945
New +$782K 0.76% 35

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

Sittner & Nelson's NVS Position: Q1 2026 in Review

Sittner & Nelson reduced its Novartis (NVS) stake by 1.8% in Q1 2026, selling an estimated $23K and leaving 8,316 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #49.

Sittner & Nelson first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.32M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Sittner & Nelson held 8,316 shares of Novartis worth $1.27M as of Q1 2026.
  • Sittner & Nelson sold 150 Novartis shares in Q1 2026, an estimated $23K.
  • Novartis made up 0.46% of Sittner & Nelson's portfolio in Q1 2026, its #49 holding.
  • Sittner & Nelson first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Novartis position peaked at $1.32M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.