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BOLTON SECURITIES CORPORATION’s Novartis NVS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$491K Buy
+3,213
New +$493K 0.02% 558
2025
Q3 		$426K Buy
+3,323
New +$405K 0.02% 555
2025
Q1 		$370K Buy
+3,323
New +$354K 0.02% 553

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's NVS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Novartis (NVS) in Q1 2026: 3,213 shares worth $491K. The stake represents 0.02% of the portfolio and ranks #558 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in NVS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in NVS in Q1 2025 and has held it in 3 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 3,213 shares of Novartis worth $491K as of Q1 2026.
  • Novartis was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Novartis made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #558 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Novartis in Q1 2025 and has held it in 3 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.