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Syverson Strege & Co’s Novartis NVS Stock Holding History

Syverson Strege & Co’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 		$301K Buy
1,973
+78
+4% +$12K 0.07% 120
2025
Q4 		$261K Buy
+1,895
New +$248K 0.06% 129
2023
Q2 		– Sell
-370
Closed -$34K – 432
2023
Q1 		$34K Buy
+370
New +$32.3K 0.01% 152

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

Syverson Strege & Co's NVS Position: Q1 2026 in Review

Syverson Strege & Co increased its Novartis (NVS) stake by 4.1% in Q1 2026, buying an estimated $12K and bringing the position to 1,973 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #120.

Syverson Strege & Co first reported a position in NVS in Q1 2023 and has held it in 3 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Syverson Strege & Co held 1,973 shares of Novartis worth $301K as of Q1 2026.
  • Syverson Strege & Co bought 78 Novartis shares in Q1 2026, an estimated $12K.
  • Novartis made up 0.07% of Syverson Strege & Co's portfolio in Q1 2026, its #120 holding.
  • Syverson Strege & Co first reported a position in Novartis in Q1 2023 and has held it in 3 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.