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
2021 Q1	–	Sell	-50	Closed	-$472K	–	716
2020 Q4	$472K	Sell	50 -6	-11%	-$524	0.04%	358
2020 Q3	$487K	Sell	56 -40	-42%	-$3.46K	0.05%	231
2020 Q2	$838K	Buy	96 +46	+92%	+$3.97K	0.1%	168
2020 Q1	$412K	Buy	+50	New	+$4.46K	0.07%	178
2019 Q2	–	Sell	-42	Closed	-$365K	–	377
2019 Q1	$365K	Buy	+42	New	+$3.37K	0.07%	142
2014 Q2	–	Sell	-44	Closed	-$1K	–	632
2014 Q1	$1K	Buy	+44	New	+$3.21K	﹤0.01%	369

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

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.