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Summit Financial’s Novartis NVS Stock Holding History

Summit Financial’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 		$818K Buy
5,353
+846
+19% +$130K 0.01% 842
2025
Q4 		$621K Sell
4,507
-27
-0.6% -$3.54K 0.01% 815
2025
Q3 		$581K Sell
4,534
-29
-0.6% -$3.54K 0.01% 843
2025
Q2 		$552K Buy
4,563
+243
+6% +$27.4K 0.01% 553
2025
Q1 		$482K Sell
4,320
-195
-4% -$20.8K 0.01% 522
2024
Q4 		$439K Buy
4,515
+725
+19% +$77.3K 0.02% 470
2024
Q3 		$436K Buy
3,790
+339
+10% +$38.5K 0.02% 393
2024
Q2 		$367K Sell
3,451
-91
-3% -$9.13K 0.02% 379
2024
Q1 		$356K Sell
3,542
-1,487
-30% -$152K 0.02% 302
2023
Q4 		$508K Buy
5,029
+388
+8% +$37.5K 0.03% 243
2023
Q3 		$473K Buy
4,641
+4
+0.1% +$406 0.03% 242
2023
Q2 		$468K Buy
4,637
+981
+27% +$98.1K 0.03% 234
2023
Q1 		$336K Sell
3,656
-1,499
-29% -$131K 0.03% 204
2022
Q4 		$468K Sell
5,155
-4,334
-46% -$365K 0.04% 177
2022
Q3 		$721K Buy
9,489
+871
+10% +$72.2K 0.07% 138
2022
Q2 		$728K Sell
8,618
-1,449
-14% -$127K 0.07% 129
2022
Q1 		$883K Buy
10,067
+1,327
+15% +$115K 0.07% 127
2021
Q4 		$764K Buy
8,740
+2,357
+37% +$196K 0.06% 133
2021
Q3 		$522K Buy
6,383
+3,072
+93% +$276K 0.04% 141
2021
Q2 		$302K Buy
+3,311
New +$295K 0.03% 129

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

Summit Financial's NVS Position: Q1 2026 in Review

Summit Financial increased its Novartis (NVS) stake by 19% in Q1 2026, buying an estimated $130K and bringing the position to 5,353 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #842.

Summit Financial first reported a position in NVS in Q2 2021 and has held it in 20 quarters since. The position peaked at $883K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Summit Financial held 5,353 shares of Novartis worth $818K as of Q1 2026.
  • Summit Financial bought 846 Novartis shares in Q1 2026, an estimated $130K.
  • Novartis made up 0.01% of Summit Financial's portfolio in Q1 2026, its #842 holding.
  • Summit Financial first reported a position in Novartis in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Novartis position peaked at $883K in Q1 2022.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.