Waverly Advisors’s Novartis NVS Stock Holding History

Waverly Advisors’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	$2.64M	Buy	17,301 +1,654	+11%	+$254K	0.02%	588
2025 Q4	$2.16M	Buy	15,647 +1,637	+12%	+$214K	0.02%	579
2025 Q3	$1.8M	Buy	14,010 +232	+2%	+$28.3K	0.02%	526
2025 Q2	$1.67M	Buy	13,778 +173	+1%	+$19.5K	0.02%	524
2025 Q1	$1.52M	Buy	13,605 +3,362	+33%	+$358K	0.02%	533
2024 Q4	$997K	Buy	10,243 +2,256	+28%	+$241K	0.02%	511
2024 Q3	$919K	Sell	7,987 -537	-6%	-$60.9K	0.02%	458
2024 Q2	$907K	Buy	8,524 +4,187	+97%	+$420K	0.02%	452
2024 Q1	$420K	Buy	4,337 +1,433	+49%	+$147K	0.01%	510
2023 Q4	$293K	Buy	2,904 +338	+13%	+$32.6K	0.01%	358
2023 Q3	$261K	Buy	+2,566	New	+$260K	0.01%	344
2018 Q1	–	Sell	-227	Closed	-$17K	–	308
2017 Q4	$17K	Buy	+227	New	+$17.1K	﹤0.01%	300
2015 Q4	–	Sell	-751	Closed	-$62K	–	308
2015 Q3	$62K	Hold	751	–	–	0.04%	109
2015 Q2	$66K	Buy	751 +93	+14%	+$8.53K	0.04%	103
2015 Q1	$58K	Hold	658	–	–	0.03%	111
2014 Q4	$55K	Sell	658 -430	-40%	-$35.6K	0.03%	110
2014 Q3	$92K	Hold	1,088	–	–	0.05%	150
2014 Q2	$88K	Sell	1,088 -95	-8%	-$7.47K	0.04%	163
2014 Q1	$90K	Sell	1,183 -264	-18%	-$19.2K	0.04%	157
2013 Q4	$104K	Buy	1,447 +469	+48%	+$32.6K	0.04%	224
2013 Q3	$67K	Buy	+978	New	+$64.7K	0.03%	202

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

Waverly Advisors's NVS Position: Q1 2026 in Review

Waverly Advisors increased its Novartis (NVS) stake by 11% in Q1 2026, buying an estimated $254K and bringing the position to 17,301 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #588.

Waverly Advisors first reported a position in NVS in Q3 2013 and has held it in 21 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Waverly Advisors held 17,301 shares of Novartis worth $2.64M as of Q1 2026.
Waverly Advisors bought 1,654 Novartis shares in Q1 2026, an estimated $254K.
Novartis made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #588 holding.
Waverly Advisors first reported a position in Novartis in Q3 2013 and has held it in 21 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.