SFS
NVS icon

Stiles Financial Services’s Novartis NVS Stock Holding History

Stiles Financial Services’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 		$264K Sell
1,729
-408
-19% -$62.5K 0.08% 155
2025
Q4 		$295K Sell
2,137
-576
-21% -$75.4K 0.09% 150
2025
Q3 		$348K Sell
2,713
-534
-16% -$65.2K 0.11% 140
2025
Q2 		$393K Buy
3,247
+51
+2% +$5.75K 0.14% 126
2025
Q1 		$357K Sell
3,196
-53
-2% -$5.64K 0.14% 126
2024
Q4 		$316K Hold
3,249
– – 0.11% 142
2024
Q3 		$374K Hold
3,249
– – 0.13% 133
2024
Q2 		$346K Buy
3,249
+46
+1% +$4.62K 0.13% 132
2024
Q1 		$310K Buy
3,203
+500
+18% +$51.3K 0.12% 134
2023
Q4 		$273K Sell
2,703
-303
-10% -$29.2K 0.12% 145
2023
Q3 		$306K Hold
3,006
– – 0.16% 132
2023
Q2 		$303K Buy
3,006
+45
+2% +$4.5K 0.15% 142
2023
Q1 		$272K Buy
2,961
+50
+2% +$4.37K 0.15% 148
2022
Q4 		$264K Hold
2,911
– – 0.15% 148
2022
Q3 		$221K Buy
2,911
+230
+9% +$19.1K 0.13% 149
2022
Q2 		$227K Sell
2,681
-19
-0.7% -$1.67K 0.14% 147
2022
Q1 		$237K Buy
2,700
+93
+4% +$8.05K 0.12% 157
2021
Q4 		$228K Buy
+2,607
New +$216K 0.11% 161

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

Stiles Financial Services's NVS Position: Q1 2026 in Review

Stiles Financial Services reduced its Novartis (NVS) stake by 19% in Q1 2026, selling an estimated $62.5K and leaving 1,729 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #155.

Stiles Financial Services first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. The position peaked at $393K in Q2 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Stiles Financial Services held 1,729 shares of Novartis worth $264K as of Q1 2026.
  • Stiles Financial Services sold 408 Novartis shares in Q1 2026, an estimated $62.5K.
  • Novartis made up 0.08% of Stiles Financial Services's portfolio in Q1 2026, its #155 holding.
  • Stiles Financial Services first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Novartis position peaked at $393K in Q2 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.