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Smith, Moore & Co’s Novartis NVS Stock Holding History

Smith, Moore & Co’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 		$286K Sell
1,870
-119
-6% -$18.2K 0.02% 455
2025
Q4 		$274K Hold
1,989
– – 0.02% 434
2025
Q3 		$255K Buy
1,989
+34
+2% +$4.15K 0.02% 444
2025
Q2 		$237K Buy
1,955
+8
+0.4% +$902 0.02% 444
2025
Q1 		$217K Sell
1,947
-277
-12% -$29.5K 0.02% 447
2024
Q4 		$216K Buy
2,224
+277
+14% +$29.5K 0.02% 443
2024
Q3 		$224K Hold
1,947
– – 0.02% 418
2024
Q2 		$207K Buy
+1,947
New +$195K 0.02% 421
2019
Q2 		– Sell
-2,347
Closed -$202K – 327
2019
Q1 		$202K Sell
2,347
-1,001
-30% -$80.4K 0.05% 299
2018
Q4 		$257K Sell
3,348
-206
-6% -$16K 0.07% 259
2018
Q3 		$274K Buy
3,554
+111
+3% +$8.21K 0.06% 267
2018
Q2 		$233K Buy
3,443
+5
+0.1% +$345 0.06% 283
2018
Q1 		$249K Hold
3,438
– – 0.07% 262
2017
Q4 		$259K Sell
3,438
-56
-2% -$4.22K 0.07% 243
2017
Q3 		$269K Buy
3,494
+254
+8% +$19.2K 0.08% 234
2017
Q2 		$242K Buy
3,240
+59
+2% +$4.18K 0.08% 209
2017
Q1 		$212K Hold
3,181
– – 0.08% 219
2016
Q4 		$208K Buy
3,181
+279
+10% +$18.1K 0.08% 212
2016
Q3 		$205K Buy
+2,902
New +$211K 0.08% 198
2016
Q1 		– Sell
-2,734
Closed -$211K – 198
2015
Q4 		$211K Hold
2,734
– – 0.1% 160
2015
Q3 		$225K Buy
2,734
+111
+4% +$9.88K 0.12% 142
2015
Q2 		$231K Hold
2,623
– – 0.12% 151
2015
Q1 		$232K Hold
2,623
– – 0.12% 149
2014
Q4 		$218K Buy
2,623
+112
+4% +$9.28K 0.12% 152
2014
Q3 		$212K Hold
2,511
– – 0.12% 148
2014
Q2 		$204K Buy
+2,511
New +$198K 0.12% 136

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

Smith, Moore & Co's NVS Position: Q1 2026 in Review

Smith, Moore & Co reduced its Novartis (NVS) stake by 6% in Q1 2026, selling an estimated $18.2K and leaving 1,870 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #455.

Smith, Moore & Co first reported a position in NVS in Q2 2014 and has held it in 26 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Smith, Moore & Co held 1,870 shares of Novartis worth $286K as of Q1 2026.
  • Smith, Moore & Co sold 119 Novartis shares in Q1 2026, an estimated $18.2K.
  • Novartis made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #455 holding.
  • Smith, Moore & Co first reported a position in Novartis in Q2 2014 and has held it in 26 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.