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Vicus Capital’s Novartis NVS Stock Holding History

Vicus 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 		$344K Sell
2,250
-686
-23% -$105K 0.03% 206
2025
Q4 		$405K Hold
2,936
– – 0.03% 193
2025
Q3 		$376K Hold
2,936
– – 0.03% 200
2025
Q2 		$355K Buy
2,936
+70
+2% +$7.89K 0.03% 196
2025
Q1 		$320K Hold
2,866
– – 0.03% 182
2024
Q4 		$279K Hold
2,866
– – 0.02% 189
2024
Q3 		$330K Sell
2,866
-49
-2% -$5.56K 0.03% 168
2024
Q2 		$310K Sell
2,915
-271
-9% -$27.2K 0.03% 215
2024
Q1 		$308K Buy
3,186
+52
+2% +$5.33K 0.03% 206
2023
Q4 		$316K Sell
3,134
-393
-11% -$37.9K 0.03% 165
2023
Q3 		$359K Buy
3,527
+483
+16% +$49K 0.04% 178
2023
Q2 		$307K Sell
3,044
-623
-17% -$62.3K 0.03% 168
2023
Q1 		$337K Buy
3,667
+94
+3% +$8.21K 0.04% 156
2022
Q4 		$324K Sell
3,573
-162
-4% -$13.6K 0.04% 155
2022
Q3 		$284K Sell
3,735
-326
-8% -$27K 0.03% 173
2022
Q2 		$343K Sell
4,061
-50
-1% -$4.39K 0.04% 170
2022
Q1 		$361K Sell
4,111
-23
-0.6% -$1.99K 0.04% 174
2021
Q4 		$353K Buy
+4,134
New +$343K 0.04% 166

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

Vicus Capital's NVS Position: Q1 2026 in Review

Vicus Capital reduced its Novartis (NVS) stake by 23% in Q1 2026, selling an estimated $105K and leaving 2,250 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #206.

Vicus Capital first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. The position peaked at $405K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Vicus Capital held 2,250 shares of Novartis worth $344K as of Q1 2026.
  • Vicus Capital sold 686 Novartis shares in Q1 2026, an estimated $105K.
  • Novartis made up 0.03% of Vicus Capital's portfolio in Q1 2026, its #206 holding.
  • Vicus Capital first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
  • Vicus Capital's Novartis position peaked at $405K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.