XY Capital’s Novartis NVS Stock Holding History

XY 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	$1.34M	Buy	8,770 +5,970	+213%	+$915K	1.33%	25
2025 Q4	$386K	Buy	+2,800	New	+$367K	0.24%	87

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

XY Capital's NVS Position: Q1 2026 in Review

XY Capital increased its Novartis (NVS) stake by 213% in Q1 2026, buying an estimated $915K and bringing the position to 8,770 shares worth $1.34M. The position accounts for 1.33% of the portfolio, ranked #25.

XY Capital first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

XY Capital held 8,770 shares of Novartis worth $1.34M as of Q1 2026.
XY Capital bought 5,970 Novartis shares in Q1 2026, an estimated $915K.
Novartis made up 1.33% of XY Capital's portfolio in Q1 2026, its #25 holding.
XY Capital first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on XY Capital's 13F filing for Q1 2026, filed 12 May 2026.