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TownSquare Capital’s Novartis NVS Stock Holding History

TownSquare 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 		$238K Buy
+1,557
New +$239K 0.05% 226
2025
Q4 		– Sell
-1,894
Closed -$243K – 323
2025
Q3 		$243K Sell
1,894
-3,966
-68% -$484K 0.04% 322
2025
Q2 		$709K Sell
5,860
-84,992
-94% -$9.58M 0.07% 275
2025
Q1 		$10.1M Buy
90,852
+799
+0.9% +$85.1K 0.11% 180
2024
Q4 		$8.76M Buy
90,053
+47,294
+111% +$5.04M 0.1% 191
2024
Q3 		$4.92M Buy
42,759
+11,866
+38% +$1.35M 0.06% 302
2024
Q2 		$3.29M Buy
30,893
+5,545
+22% +$557K 0.04% 364
2024
Q1 		$2.45M Buy
25,348
+10,222
+68% +$1.05M 0.04% 414
2023
Q4 		$1.53M Sell
15,126
-10,529
-41% -$1.02M 0.03% 482
2023
Q3 		$2.61M Sell
25,655
-2,570
-9% -$261K 0.05% 339
2023
Q2 		$2.85M Buy
28,225
+14,852
+111% +$1.49M 0.05% 312
2023
Q1 		$1.23M Sell
13,373
-7,090
-35% -$619K 0.03% 426
2022
Q4 		$1.86M Buy
20,463
+3,838
+23% +$323K 0.05% 323
2022
Q3 		$1.26M Sell
16,625
-88
-0.5% -$7.29K 0.04% 322
2022
Q2 		$1.41M Buy
16,713
+4,464
+36% +$392K 0.04% 296
2022
Q1 		$1.07M Buy
12,249
+3,600
+42% +$312K 0.03% 335
2021
Q4 		$757K Sell
8,649
-1,732
-17% -$144K 0.02% 397
2021
Q3 		$849K Buy
10,381
+4,596
+79% +$413K 0.02% 366
2021
Q2 		$530K Buy
5,785
+2,769
+92% +$247K 0.02% 413
2021
Q1 		$258K Sell
3,016
-14,669
-83% -$1.32M 0.01% 504
2020
Q4 		$1.67M Buy
17,685
+441
+3% +$38.5K 0.07% 207
2020
Q3 		$1.49M Buy
17,244
+4,311
+33% +$373K 0.09% 182
2020
Q2 		$1.11M Buy
12,933
+4,359
+51% +$376K 0.08% 187
2020
Q1 		$715K Sell
8,574
-3,027
-26% -$270K 0.06% 216
2019
Q4 		$1.1M Sell
11,601
-215
-2% -$19.3K 0.09% 165
2019
Q3 		$1.03M Buy
11,816
+2,290
+24% +$206K 0.09% 178
2019
Q2 		$878K Sell
9,526
-544
-5% -$46K 0.08% 183
2019
Q1 		$868K Buy
10,070
+5,786
+135% +$464K 0.07% 195
2018
Q4 		$341K Buy
+4,284
New +$333K 0.04% 274

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

TownSquare Capital's NVS Position: Q1 2026 in Review

TownSquare Capital opened a new position in Novartis (NVS) in Q1 2026: 1,557 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #226 among its holdings. This is a return to the name: TownSquare Capital previously reported a position in NVS as recently as Q3 2025.

TownSquare Capital first reported a position in NVS in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.1M in Q1 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • TownSquare Capital held 1,557 shares of Novartis worth $238K as of Q1 2026.
  • Novartis was a new TownSquare Capital position in Q1 2026.
  • Novartis made up 0.05% of TownSquare Capital's portfolio in Q1 2026, its #226 holding.
  • TownSquare Capital first reported a position in Novartis in Q4 2018 and has held it in 29 quarters since.
  • TownSquare Capital's Novartis position peaked at $10.1M in Q1 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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