Wulff, Hansen & Co’s Novartis NVS Stock Holding History

Wulff, Hansen & Co’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	$438K	Hold	2,865	–	–	0.45%	65
2025 Q4	$395K	Sell	2,865 -60	-2%	-$7.86K	0.33%	72
2025 Q3	$375K	Hold	2,925	–	–	0.32%	77
2025 Q2	$354K	Sell	2,925 -5	-0.2%	-$564	0.3%	81
2025 Q1	$327K	Sell	2,930 -15	-0.5%	-$1.6K	0.3%	80
2024 Q4	$287K	Sell	2,945 -100	-3%	-$10.7K	0.27%	82
2024 Q3	$350K	Hold	3,045	–	–	0.32%	71
2024 Q2	$324K	Sell	3,045 -5	-0.2%	-$502	0.32%	70
2024 Q1	$295K	Sell	3,050 -145	-5%	-$14.9K	0.29%	72
2023 Q4	$323K	Hold	3,195	–	–	0.36%	65
2023 Q3	$325K	Buy	3,195 +250	+8%	+$25.4K	0.38%	63
2023 Q2	$297K	Hold	2,945	–	–	0.33%	66
2023 Q1	$271K	Sell	2,945 -480	-14%	-$41.9K	0.31%	68
2022 Q4	$311K	Hold	3,425	–	–	0.38%	60
2022 Q3	$260K	Hold	3,425	–	–	0.33%	72
2022 Q2	$290K	Hold	3,425	–	–	0.33%	71
2022 Q1	$301K	Sell	3,425 -745	-18%	-$64.5K	0.29%	74
2021 Q4	$365K	Buy	+4,170	New	+$346K	0.32%	69

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

Wulff, Hansen & Co's NVS Position: Q1 2026 in Review

Wulff, Hansen & Co held its Novartis (NVS) position steady in Q1 2026 at 2,865 shares worth $438K. The position accounts for 0.45% of the portfolio, ranked #65.

Wulff, Hansen & Co first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Wulff, Hansen & Co held 2,865 shares of Novartis worth $438K as of Q1 2026.
Wulff, Hansen & Co left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.45% of Wulff, Hansen & Co's portfolio in Q1 2026, its #65 holding.
Wulff, Hansen & Co first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Wulff, Hansen & Co's 13F filing for Q1 2026, filed 7 May 2026.