Stokes Family Office’s Novartis NVS Stock Holding History

Stokes Family Office’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	$488K	Sell	3,198 -1,607	-33%	-$246K	0.05%	186
2025 Q4	$662K	Buy	+4,805	New	+$629K	0.06%	169
2025 Q1	–	Sell	-4,484	Closed	-$436K	–	249
2024 Q4	$436K	Buy	+4,484	New	+$478K	0.05%	172
2023 Q4	–	Sell	-6,452	Closed	-$657K	–	297
2023 Q3	$657K	Buy	6,452 +1,464	+29%	+$149K	0.08%	165
2023 Q2	$503K	Buy	4,988 +1,072	+27%	+$107K	0.06%	173
2023 Q1	$360K	Sell	3,916 -1,244	-24%	-$109K	0.04%	203
2022 Q4	$468K	Buy	5,160 +1,247	+32%	+$105K	0.06%	170
2022 Q3	$297K	Sell	3,913 -1,248	-24%	-$103K	0.04%	208
2022 Q2	$436K	Buy	5,161 +1,337	+35%	+$117K	0.06%	172
2022 Q1	$336K	Buy	3,824 +1,371	+56%	+$119K	0.04%	197
2021 Q4	$215K	Buy	+2,453	New	+$204K	0.03%	231
2021 Q3	–	Sell	-3,285	Closed	-$300K	–	234
2021 Q2	$300K	Buy	3,285 +156	+5%	+$13.9K	0.04%	176
2021 Q1	$267K	Buy	3,129 +541	+21%	+$48.5K	0.04%	172
2020 Q4	$244K	Buy	2,588 +210	+9%	+$18.4K	0.05%	153
2020 Q3	$207K	Buy	+2,378	New	+$206K	0.05%	143

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

Stokes Family Office's NVS Position: Q1 2026 in Review

Stokes Family Office reduced its Novartis (NVS) stake by 33% in Q1 2026, selling an estimated $246K and leaving 3,198 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #186.

Stokes Family Office first reported a position in NVS in Q3 2020 and has held it in 15 quarters since. The position peaked at $662K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Stokes Family Office held 3,198 shares of Novartis worth $488K as of Q1 2026.
Stokes Family Office sold 1,607 Novartis shares in Q1 2026, an estimated $246K.
Novartis made up 0.05% of Stokes Family Office's portfolio in Q1 2026, its #186 holding.
Stokes Family Office first reported a position in Novartis in Q3 2020 and has held it in 15 quarters since.
Stokes Family Office's Novartis position peaked at $662K in Q4 2025.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.