Vestmark Advisory Solutions’s Novartis NVS Stock Holding History

Vestmark Advisory Solutions’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	$12.2M	Sell	79,612 -14,670	-16%	-$2.25M	0.13%	164
2025 Q4	$13M	Buy	94,282 +84,944	+910%	+$11.1M	0.18%	115
2025 Q3	$1.2M	Sell	9,338 -4,293	-31%	-$524K	0.02%	500
2025 Q2	$1.65M	Buy	13,631 +5,217	+62%	+$588K	0.02%	405
2025 Q1	$938K	Sell	8,414 -150	-2%	-$16K	0.02%	404
2024 Q4	$833K	Buy	8,564 +65	+0.8%	+$6.93K	0.03%	352
2024 Q3	$978K	Sell	8,499 -3,402	-29%	-$386K	0.04%	304
2024 Q2	$1.27M	Sell	11,901 -4,211	-26%	-$423K	0.05%	294
2024 Q1	$1.56M	Sell	16,112 -754	-4%	-$77.3K	0.07%	270
2023 Q4	$1.7M	Buy	16,866 +2,366	+16%	+$228K	0.09%	241
2023 Q3	$1.48M	Sell	14,500 -31,950	-69%	-$3.24M	0.11%	207
2023 Q2	$4.69M	Sell	46,450 -3,331	-7%	-$333K	0.18%	147
2023 Q1	$4.58M	Buy	49,781 +96	+0.2%	+$8.38K	0.2%	136
2022 Q4	$4.51M	Sell	49,685 -490	-1%	-$41.3K	0.22%	125
2022 Q3	$3.81M	Buy	50,175 +15,117	+43%	+$1.25M	0.21%	125
2022 Q2	$2.96M	Sell	35,058 -1,676	-5%	-$147K	0.17%	153
2022 Q1	$3.22M	Buy	36,734 +5,558	+18%	+$481K	0.18%	133
2021 Q4	$2.73M	Buy	31,176 +1,261	+4%	+$105K	0.15%	157
2021 Q3	$2.45M	Buy	29,915 +1,948	+7%	+$175K	0.17%	154
2021 Q2	$2.55M	Buy	27,967 +2,782	+11%	+$248K	0.18%	137
2021 Q1	$2.15M	Sell	25,185 -2,576	-9%	-$231K	0.19%	141
2020 Q4	$2.62M	Sell	27,761 -5,468	-16%	-$478K	0.29%	92
2020 Q3	$2.89M	Sell	33,229 -675	-2%	-$58.5K	0.39%	62
2020 Q2	$2.96M	Sell	33,904 -306	-0.9%	-$26.4K	0.46%	44
2020 Q1	$2.82M	Sell	34,210 -130	-0.4%	-$11.6K	0.55%	37
2019 Q4	$3.25M	Buy	34,340 +2,802	+9%	+$251K	0.67%	36
2019 Q3	$2.74M	Buy	31,538 +2,376	+8%	+$213K	0.44%	51
2019 Q2	$2.66M	Sell	29,162 -810	-3%	-$68.6K	0.46%	47
2019 Q1	$2.58M	Buy	+29,972	New	+$2.41M	0.46%	50

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

Vestmark Advisory Solutions's NVS Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its Novartis (NVS) stake by 16% in Q1 2026, selling an estimated $2.25M and leaving 79,612 shares worth $12.2M. The position accounts for 0.13% of the portfolio, ranked #164.

Vestmark Advisory Solutions first reported a position in NVS in Q1 2019 and has held it in 29 quarters since. The position peaked at $13M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Vestmark Advisory Solutions held 79,612 shares of Novartis worth $12.2M as of Q1 2026.
Vestmark Advisory Solutions sold 14,670 Novartis shares in Q1 2026, an estimated $2.25M.
Novartis made up 0.13% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #164 holding.
Vestmark Advisory Solutions first reported a position in Novartis in Q1 2019 and has held it in 29 quarters since.
Vestmark Advisory Solutions's Novartis position peaked at $13M in Q4 2025.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.