Smartleaf Asset Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.63M Buy
17,483
+1,168
+7% +$179K 0.1% 186
2025
Q4
$2.26M Buy
16,315
+1,987
+14% +$260K 0.09% 205
2025
Q3
$1.78M Buy
14,328
+2,691
+23% +$328K 0.11% 210
2025
Q2
$1.4M Buy
11,637
+99
+0.9% +$11.2K 0.12% 192
2025
Q1
$1.3M Buy
11,538
+1,421
+14% +$151K 0.13% 180
2024
Q4
$985K Buy
10,117
+4,663
+85% +$497K 0.1% 219
2024
Q3
$631K Buy
5,454
+2,239
+70% +$254K 0.08% 263
2024
Q2
$343K Buy
3,215
+482
+18% +$48.4K 0.06% 296
2024
Q1
$262K Buy
2,733
+16
+0.6% +$1.64K 0.05% 306
2023
Q4
$272K Buy
+2,717
New +$262K 0.07% 269

Other funds holding NVS

Smartleaf Asset Management's NVS Position: Q1 2026 in Review

Smartleaf Asset Management increased its Novartis (NVS) stake by 7.2% in Q1 2026, buying an estimated $179K and bringing the position to 17,483 shares worth $2.63M. The position accounts for 0.1% of the portfolio, ranked #186.

Smartleaf Asset Management first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Smartleaf Asset Management held 17,483 shares of Novartis worth $2.63M as of Q1 2026.
  • Smartleaf Asset Management bought 1,168 Novartis shares in Q1 2026, an estimated $179K.
  • Novartis made up 0.1% of Smartleaf Asset Management's portfolio in Q1 2026, its #186 holding.
  • Smartleaf Asset Management first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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