SSG
NVS icon

Summit Securities Group’s Novartis NVS Stock Holding History

Summit Securities Group’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
2020
Q3 		– Sell
-40
Closed -$349K – 465
2020
Q2 		$349K Buy
+40
New +$3.45K 0.04% 293
2015
Q2 		– Sell
-16
Closed -$6K – 561
2015
Q1 		$6K Buy
+16
New +$1.42K ﹤0.01% 305

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 Securities Group's NVS Position: Q1 2026 in Review

Summit Securities Group opened a new position in Novartis (NVS) in Q1 2026: 600 shares worth $91.7K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in NVS as recently as Q3 2025.

Summit Securities Group first reported a position in NVS in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.13M in Q4 2023. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Summit Securities Group held 600 shares of Novartis worth $91.7K as of Q1 2026.
  • Novartis was a new Summit Securities Group position in Q1 2026.
  • Novartis made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #299 holding.
  • Summit Securities Group first reported a position in Novartis in Q2 2013 and has held it in 19 quarters since.
  • Summit Securities Group's Novartis position peaked at $5.13M in Q4 2023.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.