Sykon Capital’s Novartis NVS Stock Holding History

Sykon Capital’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	$978K	Hold	6,403	–	–	0.33%	42
2025 Q4	$883K	Hold	6,403	–	–	0.28%	73
2025 Q3	$821K	Buy	+6,403	New	+$781K	0.27%	64

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

Sykon Capital's NVS Position: Q1 2026 in Review

Sykon Capital held its Novartis (NVS) position steady in Q1 2026 at 6,403 shares worth $978K. The position accounts for 0.33% of the portfolio, ranked #42.

Sykon Capital first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Sykon Capital held 6,403 shares of Novartis worth $978K as of Q1 2026.
Sykon Capital left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.33% of Sykon Capital's portfolio in Q1 2026, its #42 holding.
Sykon Capital first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.