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Xponance’s Novartis NVS Stock Holding History

Xponance’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 		$688K Buy
4,507
+961
+27% +$147K ﹤0.01% 883
2025
Q4 		$489K Buy
3,546
+367
+12% +$48.1K ﹤0.01% 960
2025
Q3 		$408K Buy
3,179
+408
+15% +$49.8K ﹤0.01% 1040
2025
Q2 		$335K Buy
2,771
+46
+2% +$5.18K ﹤0.01% 1091
2025
Q1 		$304K Buy
2,725
+125
+5% +$13.3K ﹤0.01% 1103
2024
Q4 		$253K Buy
2,600
+131
+5% +$14K ﹤0.01% 1186
2024
Q3 		$284K Buy
2,469
+277
+13% +$31.4K ﹤0.01% 1111
2024
Q2 		$233K Buy
+2,192
New +$220K ﹤0.01% 1132

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

Xponance's NVS Position: Q1 2026 in Review

Xponance increased its Novartis (NVS) stake by 27% in Q1 2026, buying an estimated $147K and bringing the position to 4,507 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Xponance first reported a position in NVS in Q2 2024 and has held it in 8 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Xponance held 4,507 shares of Novartis worth $688K as of Q1 2026.
  • Xponance bought 961 Novartis shares in Q1 2026, an estimated $147K.
  • Novartis made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #883 holding.
  • Xponance first reported a position in Novartis in Q2 2024 and has held it in 8 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.