D.a. Davidson & Co.’s Novartis AG Position
Does D.a. Davidson & Co. own Novartis AG (NVSN)? Yes — 212.8K shares worth $33M (+0.20% of its 13F portfolio) as of Q1 2026, down from 219.7K shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
212.8K
% of Portfolio
+0.20%
Quarters Held
30
currently held
Position History NVSN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 212.8K | $33M | +0.20% |
| Q4 2025 | 219.7K | $30M | +0.19% |
| Q3 2025 | 224.5K | $29M | +0.18% |
| Q2 2025 | 330.6K | $40M | +0.28% |
| Q1 2025 | 399.3K | $45M | +0.36% |
| Q4 2024 | 464.6K | $45M | +0.37% |
| Q3 2024 | 487.1K | $56M | +0.46% |
| Q2 2024 | 492.1K | $52M | +0.46% |
| Q1 2024 | 493.3K | $48M | +0.43% |
| Q4 2023 | 487.1K | $49M | +0.48% |
| Q3 2023 | 497.2K | $51M | +0.55% |
| Q2 2023 | 496.5K | $50M | +0.53% |
| Q1 2023 | 517.4K | $48M | +0.54% |
| Q4 2022 | 487.7K | $44M | +0.52% |
| Q3 2022 | 483.9K | $37M | +0.48% |
| Q2 2022 | 473.8K | $40M | +0.50% |
| Q1 2022 | 469.6K | $41M | +0.45% |
| Q4 2021 | 449.5K | $39M | +0.42% |
| Q3 2021 | 433.8K | $35M | +0.41% |
| Q2 2021 | 430.4K | $39M | +0.46% |
| Q1 2021 | 412.5K | $35M | +0.45% |
| Q4 2020 | 352.4K | $33M | +0.51% |
| Q3 2020 | 339.7K | $30M | +0.51% |
| Q2 2020 | 327.1K | $29M | +0.53% |
| Q1 2020 | 381.4K | $31M | +0.61% |
| Q4 2019 | 355.9K | $34M | +0.54% |
| Q3 2019 | 339.8K | $30M | +0.53% |
| Q2 2019 | 329.1K | $30M | +0.56% |
| Q1 2019 | 481.8K | $46M | +0.79% |
| Q4 2018 | 473.2K | $41M | +0.79% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See D.a. Davidson & Co.’s full portfolio or all institutional holders of NVSN.