Tacita Capital’s Novartis NVS Stock Holding History

Tacita 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	$183K	Hold	1,200	–	–	0.11%	86
2025 Q4	$165K	Hold	1,200	–	–	0.1%	89
2025 Q3	$154K	Hold	1,200	–	–	0.09%	88
2025 Q2	$145K	Hold	1,200	–	–	0.09%	92
2025 Q1	$134K	Hold	1,200	–	–	0.1%	90
2024 Q4	$117K	Hold	1,200	–	–	0.08%	94
2024 Q3	$138K	Hold	1,200	–	–	0.09%	91
2024 Q2	$128K	Hold	1,200	–	–	0.09%	96
2024 Q1	$116K	Hold	1,200	–	–	0.08%	101
2023 Q4	$121K	Hold	1,200	–	–	0.09%	98
2023 Q3	$122K	Hold	1,200	–	–	0.1%	94
2023 Q2	$121K	Hold	1,200	–	–	0.09%	93
2023 Q1	$110K	Hold	1,200	–	–	0.08%	90
2022 Q4	$109K	Hold	1,200	–	–	0.08%	91
2022 Q3	$91K	Hold	1,200	–	–	0.07%	90
2022 Q2	$101K	Hold	1,200	–	–	0.07%	99
2022 Q1	$105K	Hold	1,200	–	–	0.06%	103
2021 Q4	$105K	Hold	1,200	–	–	0.06%	101
2021 Q3	$98K	Hold	1,200	–	–	0.06%	104
2021 Q2	$109K	Hold	1,200	–	–	0.07%	101
2021 Q1	$103K	Hold	1,200	–	–	0.07%	107
2020 Q4	$113K	Buy	+1,200	New	+$105K	0.07%	101

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

Tacita Capital's NVS Position: Q1 2026 in Review

Tacita Capital held its Novartis (NVS) position steady in Q1 2026 at 1,200 shares worth $183K. The position accounts for 0.11% of the portfolio, ranked #86.

Tacita Capital first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Tacita Capital held 1,200 shares of Novartis worth $183K as of Q1 2026.
Tacita Capital left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.11% of Tacita Capital's portfolio in Q1 2026, its #86 holding.
Tacita Capital first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.