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Tidal Investments’s Novartis NVS Stock Holding History

Tidal Investments’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 		$29.4M Sell
193,177
-33,079
-15% -$5.07M 0.06% 272
2025
Q4 		$31.2M Sell
226,256
-75,180
-25% -$9.85M 0.07% 221
2025
Q3 		$38.7M Buy
301,436
+292,595
+3,310% +$35.7M 0.08% 199
2025
Q2 		$1.07M Buy
8,841
+704
+9% +$79.3K 0.01% 1003
2025
Q1 		$907K Buy
8,137
+1,965
+32% +$209K 0.01% 1012
2024
Q4 		$601K Buy
6,172
+492
+9% +$52.5K ﹤0.01% 1287
2024
Q3 		$653K Buy
5,680
+1,114
+24% +$126K 0.01% 1254
2024
Q2 		$486K Buy
4,566
+1,681
+58% +$169K 0.01% 1321
2024
Q1 		$279K Buy
+2,885
New +$296K ﹤0.01% 1439

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

Tidal Investments's NVS Position: Q1 2026 in Review

Tidal Investments reduced its Novartis (NVS) stake by 15% in Q1 2026, selling an estimated $5.07M and leaving 193,177 shares worth $29.4M. The position accounts for 0.06% of the portfolio, ranked #272.

Tidal Investments first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. The position peaked at $38.7M in Q3 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Tidal Investments held 193,177 shares of Novartis worth $29.4M as of Q1 2026.
  • Tidal Investments sold 33,079 Novartis shares in Q1 2026, an estimated $5.07M.
  • Novartis made up 0.06% of Tidal Investments's portfolio in Q1 2026, its #272 holding.
  • Tidal Investments first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
  • Tidal Investments's Novartis position peaked at $38.7M in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.