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Strategic Investment Advisors’s Novartis NVS Stock Holding History

Strategic Investment Advisors’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 		$593K Sell
3,885
-55
-1% -$8.43K 0.04% 198
2025
Q4 		$543K Sell
3,940
-81
-2% -$10.6K 0.05% 157
2025
Q3 		$515K Sell
4,021
-302
-7% -$36.9K 0.05% 170
2025
Q2 		$523K Sell
4,323
-38
-0.9% -$4.28K 0.05% 157
2025
Q1 		$486K Sell
4,361
-318
-7% -$33.9K 0.05% 171
2024
Q4 		$455K Buy
4,679
+148
+3% +$15.8K 0.05% 179
2024
Q3 		$521K Sell
4,531
-80
-2% -$9.08K 0.06% 175
2024
Q2 		$491K Buy
4,611
+145
+3% +$14.6K 0.06% 182
2024
Q1 		$432K Buy
4,466
+109
+3% +$11.2K 0.06% 187
2023
Q4 		$440K Buy
4,357
+143
+3% +$13.8K 0.06% 176
2023
Q3 		$429K Buy
4,214
+144
+4% +$14.6K 0.07% 181
2023
Q2 		$411K Buy
4,070
+484
+13% +$48.4K 0.06% 146
2023
Q1 		$330K Buy
3,586
+1,302
+57% +$114K 0.06% 190
2022
Q4 		$207K Buy
+2,284
New +$192K 0.04% 222

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

Strategic Investment Advisors's NVS Position: Q1 2026 in Review

Strategic Investment Advisors reduced its Novartis (NVS) stake by 1.4% in Q1 2026, selling an estimated $8.43K and leaving 3,885 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #198.

Strategic Investment Advisors first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Strategic Investment Advisors held 3,885 shares of Novartis worth $593K as of Q1 2026.
  • Strategic Investment Advisors sold 55 Novartis shares in Q1 2026, an estimated $8.43K.
  • Novartis made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #198 holding.
  • Strategic Investment Advisors first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.