Solstein Capital’s Novartis NVS Stock Holding History

Solstein Capital’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	$45.8K	Hold	300	–	–	0.02%	234
2025 Q4	$41.4K	Hold	300	–	–	0.02%	223
2025 Q3	$38.5K	Hold	300	–	–	0.01%	223
2025 Q2	$36.3K	Sell	300 -72	-19%	-$8.12K	0.02%	231
2025 Q1	$41.5K	Hold	372	–	–	0.02%	154
2024 Q4	$36.2K	Hold	372	–	–	0.02%	168
2024 Q3	$42.8K	Hold	372	–	–	0.02%	160
2024 Q2	$39.6K	Hold	372	–	–	0.03%	153
2024 Q1	$36K	Hold	372	–	–	0.02%	157
2023 Q4	$37.6K	Hold	372	–	–	0.03%	155
2023 Q3	$37.9K	Hold	372	–	–	0.03%	152
2023 Q2	$37.5K	Buy	372 +300	+417%	+$30K	0.03%	153
2023 Q1	$6.62K	Hold	72	–	–	0.01%	217
2022 Q4	$6.53K	Sell	72 -12	-14%	-$1.01K	0.01%	230
2022 Q3	$6K	Hold	84	–	–	0.01%	255
2022 Q2	$7K	Hold	84	–	–	0.01%	282
2022 Q1	$7K	Sell	84 -275	-77%	-$23.8K	﹤0.01%	313
2021 Q4	$31K	Hold	359	–	–	0.02%	250
2021 Q3	$29K	Buy	359 +72	+25%	+$6.48K	0.02%	282
2021 Q2	$26K	Buy	287 +12	+4%	+$1.07K	0.03%	270
2021 Q1	$24K	Buy	+275	New	+$24.7K	0.03%	246

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

Solstein Capital's NVS Position: Q1 2026 in Review

Solstein Capital held its Novartis (NVS) position steady in Q1 2026 at 300 shares worth $45.8K. The position accounts for 0.02% of the portfolio, ranked #234.

Solstein Capital first reported a position in NVS in Q1 2021 and has held it in 21 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Solstein Capital held 300 shares of Novartis worth $45.8K as of Q1 2026.
Solstein Capital left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.02% of Solstein Capital's portfolio in Q1 2026, its #234 holding.
Solstein Capital first reported a position in Novartis in Q1 2021 and has held it in 21 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.