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SYM Financial Corp’s Novartis NVS Stock Holding History

SYM Financial Corp’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 		$540K Buy
3,534
+544
+18% +$83.4K 0.05% 120
2025
Q4 		$412K Buy
2,990
+149
+5% +$19.5K 0.04% 158
2025
Q3 		$364K Sell
2,841
-556
-16% -$67.8K 0.04% 163
2025
Q2 		$411K Buy
+3,397
New +$383K 0.05% 153
2024
Q4 		– Sell
-1,835
Closed -$211K – 351
2024
Q3 		$211K Buy
+1,835
New +$208K 0.03% 169

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

SYM Financial Corp's NVS Position: Q1 2026 in Review

SYM Financial Corp increased its Novartis (NVS) stake by 18% in Q1 2026, buying an estimated $83.4K and bringing the position to 3,534 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #120.

SYM Financial Corp first reported a position in NVS in Q3 2024 and has held it in 5 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • SYM Financial Corp held 3,534 shares of Novartis worth $540K as of Q1 2026.
  • SYM Financial Corp bought 544 Novartis shares in Q1 2026, an estimated $83.4K.
  • Novartis made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #120 holding.
  • SYM Financial Corp first reported a position in Novartis in Q3 2024 and has held it in 5 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.