Verity Asset Management’s Novartis NVS Stock Holding History

Verity 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	$304K	Sell	1,988 -21	-1%	-$3.22K	0.13%	181
2025 Q4	$277K	Sell	2,009 -512	-20%	-$67K	0.12%	195
2025 Q3	$323K	Sell	2,521 -1,759	-41%	-$215K	0.11%	186
2025 Q2	$518K	Sell	4,280 -7	-0.2%	-$789	0.25%	102
2025 Q1	$478K	Hold	4,287	–	–	0.19%	119
2024 Q4	$417K	Buy	4,287 +543	+15%	+$57.9K	0.24%	98
2024 Q3	$431K	Sell	3,744 -41	-1%	-$4.65K	0.16%	127
2024 Q2	$403K	Sell	3,785 -97	-2%	-$9.74K	0.16%	121
2024 Q1	$376K	Buy	3,882 +60	+2%	+$6.15K	0.21%	125
2023 Q4	$386K	Buy	3,822 +645	+20%	+$62.3K	0.25%	111
2023 Q3	$324K	Buy	3,177 +1,030	+48%	+$105K	0.24%	109
2023 Q2	$217K	Sell	2,147 -110	-5%	-$11K	0.16%	161
2023 Q1	$208K	Sell	2,257 -135	-6%	-$11.8K	0.12%	162
2022 Q4	$217K	Buy	+2,392	New	+$201K	0.19%	161

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

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

Verity Asset Management reduced its Novartis (NVS) stake by 1% in Q1 2026, selling an estimated $3.22K and leaving 1,988 shares worth $304K. The position accounts for 0.13% of the portfolio, ranked #181.

Verity Asset Management first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. The position peaked at $518K in Q2 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Verity Asset Management held 1,988 shares of Novartis worth $304K as of Q1 2026.
Verity Asset Management sold 21 Novartis shares in Q1 2026, an estimated $3.22K.
Novartis made up 0.13% of Verity Asset Management's portfolio in Q1 2026, its #181 holding.
Verity Asset Management first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
Verity Asset Management's Novartis position peaked at $518K in Q2 2025.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

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