Syon Capital’s Novartis NVS Stock Holding History

Syon 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	$710K	Buy	4,649 +18	+0.4%	+$2.76K	0.04%	425
2025 Q4	$638K	Buy	4,631 +285	+7%	+$37.3K	0.03%	471
2025 Q3	$557K	Buy	4,346 +2,433	+127%	+$297K	0.03%	460
2025 Q2	$231K	Buy	+1,913	New	+$216K	0.02%	645
2024 Q4	–	Sell	-56,294	Closed	-$6.47M	–	591
2024 Q3	$6.47M	Sell	56,294 -2,070	-4%	-$235K	0.57%	35
2024 Q2	$6.21M	Sell	58,364 -277	-0.5%	-$27.8K	0.57%	35
2024 Q1	$5.67M	Sell	58,641 -52,657	-47%	-$5.4M	0.54%	37
2023 Q4	$11.2M	Buy	111,298 +46,816	+73%	+$4.52M	0.47%	38
2023 Q3	$6.57M	Buy	+64,482	New	+$6.55M	0.82%	23

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

Syon Capital's NVS Position: Q1 2026 in Review

Syon Capital increased its Novartis (NVS) stake by 0.39% in Q1 2026, buying an estimated $2.76K and bringing the position to 4,649 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #425.

Syon Capital first reported a position in NVS in Q3 2023 and has held it in 9 quarters since. The position peaked at $11.2M in Q4 2023. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Syon Capital held 4,649 shares of Novartis worth $710K as of Q1 2026.
Syon Capital bought 18 Novartis shares in Q1 2026, an estimated $2.76K.
Novartis made up 0.04% of Syon Capital's portfolio in Q1 2026, its #425 holding.
Syon Capital first reported a position in Novartis in Q3 2023 and has held it in 9 quarters since.
Syon Capital's Novartis position peaked at $11.2M in Q4 2023.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.