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Summit Trail Advisors’s Novartis NVS Stock Holding History

Summit Trail 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 		$3.18M Buy
20,845
+16,957
+436% +$2.6M 0.05% 289
2025
Q4 		$536K Sell
3,888
-3,169
-45% -$415K 0.01% 1052
2025
Q3 		$905K Buy
7,057
+500
+8% +$61K 0.01% 889
2025
Q2 		$793K Buy
6,557
+197
+3% +$22.2K 0.01% 557
2025
Q1 		$734K Buy
6,360
+580
+10% +$61.7K 0.02% 194
2024
Q4 		$562K Buy
5,780
+603
+12% +$64.3K 0.02% 197
2024
Q3 		$595K Sell
5,177
-376
-7% -$42.7K 0.01% 361
2024
Q2 		$591K Buy
5,553
+956
+21% +$96K 0.02% 337
2024
Q1 		$462K Buy
4,597
+274
+6% +$28.1K 0.01% 351
2023
Q4 		$436K Buy
4,323
+685
+19% +$66.1K 0.01% 308
2023
Q3 		$371K Sell
3,638
-623
-15% -$63.2K 0.01% 332
2023
Q2 		$430K Buy
4,261
+716
+20% +$71.6K 0.02% 295
2023
Q1 		$326K Buy
+3,545
New +$310K 0.01% 305
2022
Q1 		– Sell
-3,445
Closed -$301K – 363
2021
Q4 		$301K Buy
+3,445
New +$286K 0.02% 232
2018
Q4 		– Sell
-4,741
Closed -$366K – 192
2018
Q3 		$366K Buy
4,741
+768
+19% +$56.8K 0.08% 130
2018
Q2 		$269K Sell
3,973
-21,717
-85% -$1.5M 0.09% 114
2018
Q1 		$1.48M Buy
25,690
+4,992
+24% +$380K 0.25% 87
2017
Q4 		$1.68M Buy
+20,698
New +$1.56M 0.21% 90

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 Trail Advisors's NVS Position: Q1 2026 in Review

Summit Trail Advisors increased its Novartis (NVS) stake by 436% in Q1 2026, buying an estimated $2.6M and bringing the position to 20,845 shares worth $3.18M. The position accounts for 0.05% of the portfolio, ranked #289.

Summit Trail Advisors first reported a position in NVS in Q4 2017 and has held it in 18 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Summit Trail Advisors held 20,845 shares of Novartis worth $3.18M as of Q1 2026.
  • Summit Trail Advisors bought 16,957 Novartis shares in Q1 2026, an estimated $2.6M.
  • Novartis made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #289 holding.
  • Summit Trail Advisors first reported a position in Novartis in Q4 2017 and has held it in 18 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.