TigerOak Management’s Novartis NVS Stock Holding History

TigerOak Management’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	$465K	Sell	3,044 -6	-0.2%	-$920	0.15%	76
2025 Q4	$421K	Hold	3,050	–	–	0.13%	78
2025 Q3	$391K	Sell	3,050 -15	-0.5%	-$1.83K	0.12%	80
2025 Q2	$371K	Sell	3,065 -19	-0.6%	-$2.14K	0.13%	81
2025 Q1	$344K	Sell	3,084 -12	-0.4%	-$1.28K	0.13%	77
2024 Q4	$301K	Buy	+3,096	New	+$330K	0.11%	86

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

TigerOak Management's NVS Position: Q1 2026 in Review

TigerOak Management reduced its Novartis (NVS) stake by 0.2% in Q1 2026, selling an estimated $920 and leaving 3,044 shares worth $465K. The position accounts for 0.15% of the portfolio, ranked #76.

TigerOak Management first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

TigerOak Management held 3,044 shares of Novartis worth $465K as of Q1 2026.
TigerOak Management sold 6 Novartis shares in Q1 2026, an estimated $920.
Novartis made up 0.15% of TigerOak Management's portfolio in Q1 2026, its #76 holding.
TigerOak Management first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.