Tucker Asset Management’s Novartis NVS Stock Holding History

Tucker Asset 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	–	Sell	-60	Closed	-$8.27K	–	813
2025 Q4	$8.27K	Buy	+60	New	+$7.86K	﹤0.01%	612
2025 Q1	–	Sell	-2,405	Closed	-$234K	–	717
2024 Q4	$234K	Buy	2,405 +2,384	+11,352%	+$254K	0.02%	119
2024 Q3	$2.42K	Hold	21	–	–	﹤0.01%	1122
2024 Q2	$2.24K	Buy	+21	New	+$2.11K	﹤0.01%	1287
2024 Q1	–	Sell	-31	Closed	-$3.13K	–	1744
2023 Q4	$3.13K	Sell	31 -2	-6%	-$193	﹤0.01%	1025
2023 Q3	$3.36K	Hold	33	–	–	﹤0.01%	921
2023 Q2	$3.33K	Sell	33 -40	-55%	-$4K	﹤0.01%	758
2023 Q1	$6.72K	Hold	73	–	–	﹤0.01%	642
2022 Q4	$6.69K	Hold	73	–	–	﹤0.01%	401
2022 Q3	$5.92K	Buy	73 +42	+135%	+$3.48K	﹤0.01%	401
2022 Q2	$2.62K	Hold	31	–	–	﹤0.01%	423
2022 Q1	$2.72K	Buy	+31	New	+$2.68K	﹤0.01%	391
2021 Q2	–	Sell	-419	Closed	-$35.8K	–	362
2021 Q1	$35.8K	Buy	419 +201	+92%	+$18K	0.02%	94
2020 Q4	$20.6K	Buy	+218	New	+$19K	0.01%	137

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tucker Asset Management's NVS Position: Q1 2026 in Review

Tucker Asset Management sold out of Novartis (NVS) in Q1 2026, closing a stake of 60 shares — an estimated $8.27K sold.

Tucker Asset Management first reported a position in NVS in Q4 2020 and held it in 14 quarters. The position peaked at $234K in Q4 2024. 1,601 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Tucker Asset Management reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 60 Novartis shares in Q1 2026, an estimated $8.27K.
Tucker Asset Management first reported a position in Novartis in Q4 2020 and held it in 14 quarters.
Tucker Asset Management's Novartis position peaked at $234K in Q4 2024.
1,601 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.