Twin Lakes Capital Management’s Novartis NVS Stock Holding History

Twin Lakes Capital 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	$585K	Sell	3,830 -75	-2%	-$11.5K	0.27%	51
2025 Q4	$538K	Hold	3,905	–	–	0.24%	53
2025 Q3	$501K	Hold	3,905	–	–	0.23%	57
2025 Q2	$473K	Hold	3,905	–	–	0.29%	55
2025 Q1	$435K	Hold	3,905	–	–	0.29%	52
2024 Q4	$380K	Hold	3,905	–	–	0.24%	58
2024 Q3	$449K	Hold	3,905	–	–	0.29%	56
2024 Q2	$416K	Hold	3,905	–	–	0.28%	58
2024 Q1	$378K	Hold	3,905	–	–	0.26%	61
2023 Q4	$394K	Hold	3,905	–	–	0.27%	56
2023 Q3	$398K	Hold	3,905	–	–	0.29%	59
2023 Q2	$394K	Buy	3,905 +13	+0.3%	+$1.3K	0.28%	57
2023 Q1	$358K	Buy	3,892 +103	+3%	+$8.99K	0.27%	59
2022 Q4	$344K	Hold	3,789	–	–	0.26%	59
2022 Q3	$288K	Hold	3,789	–	–	0.23%	69
2022 Q2	$320K	Sell	3,789 -43	-1%	-$3.77K	0.23%	60
2022 Q1	$336K	Buy	3,832 +94	+3%	+$8.14K	0.19%	75
2021 Q4	$327K	Hold	3,738	–	–	0.17%	79
2021 Q3	$306K	Hold	3,738	–	–	0.18%	72
2021 Q2	$341K	Buy	3,738 +13	+0.3%	+$1.16K	0.19%	67
2021 Q1	$318K	Buy	3,725 +88	+2%	+$7.9K	0.2%	66
2020 Q4	$343K	Buy	+3,637	New	+$318K	0.25%	65

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

Twin Lakes Capital Management's NVS Position: Q1 2026 in Review

Twin Lakes Capital Management reduced its Novartis (NVS) stake by 1.9% in Q1 2026, selling an estimated $11.5K and leaving 3,830 shares worth $585K. The position accounts for 0.27% of the portfolio, ranked #51.

Twin Lakes Capital Management first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Twin Lakes Capital Management held 3,830 shares of Novartis worth $585K as of Q1 2026.
Twin Lakes Capital Management sold 75 Novartis shares in Q1 2026, an estimated $11.5K.
Novartis made up 0.27% of Twin Lakes Capital Management's portfolio in Q1 2026, its #51 holding.
Twin Lakes Capital Management first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.