SEC 13F Intelligence

Woodley Farra Manion Portfolio Management Inc / NVSN

Woodley Farra Manion Portfolio Management Inc’s Novartis AG Position

Does Woodley Farra Manion Portfolio Management Inc own Novartis AG (NVSN)? Yes266.1K shares worth $41M (+1.98% of its 13F portfolio) as of Q1 2026, down from 601.9K shares the prior filed quarter.

Position Value
$41M
Q1 2026
Shares
266.1K
% of Portfolio
+1.98%
Quarters Held
30
currently held

Position History NVSN

Reported value by quarter
Q4 ’18: $31MQ4 ’18Q1 ’19: $35MQ2 ’19: $34MQ3 ’19: $32MQ4 ’19: $35MQ4 ’19Q1 ’20: $31MQ2 ’20: $33MQ3 ’20: $31MQ4 ’20: $35MQ4 ’20Q1 ’21: $27MQ2 ’21: $21MQ3 ’21: $19MQ4 ’21: $22MQ4 ’21Q1 ’22: $24MQ2 ’22: $24MQ3 ’22: $22MQ4 ’22: $26MQ4 ’22Q1 ’23: $29MQ2 ’23: $42MQ3 ’23: $41MQ4 ’23: $43MQ4 ’23Q1 ’24: $31MQ2 ’24: $34MQ3 ’24: $37MQ4 ’24: $32MQ4 ’24Q1 ’25: $38MQ2 ’25: $41MQ3 ’25: $78MQ4 ’25: $83MQ4 ’25Q1 ’26: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026266.1K$41M+1.98%
Q4 2025601.9K$83M+3.95%
Q3 2025606.8K$78M+3.67%
Q2 2025340.9K$41M+1.94%
Q1 2025338.3K$38M+1.88%
Q4 2024326.5K$32M+1.58%
Q3 2024323.1K$37M+1.87%
Q2 2024319.4K$34M+1.85%
Q1 2024314.6K$31M+1.68%
Q4 2023424.3K$43M+2.56%
Q3 2023407.0K$41M+2.76%
Q2 2023411.8K$42M+2.68%
Q1 2023312.2K$29M+1.96%
Q4 2022290.2K$26M+1.91%
Q3 2022287.1K$22M+1.77%
Q2 2022282.4K$24M+1.95%
Q1 2022275.3K$24M+1.80%
Q4 2021252.6K$22M+1.54%
Q3 2021230.3K$19M+1.56%
Q2 2021232.8K$21M+1.64%
Q1 2021318.6K$27M+2.28%
Q4 2020365.8K$35M+3.07%
Q3 2020362.0K$31M+3.29%
Q2 2020376.6K$33M+3.44%
Q1 2020373.3K$31M+3.70%
Q4 2019374.4K$35M+3.32%
Q3 2019369.4K$32M+3.26%
Q2 2019369.8K$34M+3.41%
Q1 2019366.2K$35M+3.82%
Q4 2018363.7K$31M+3.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodley Farra Manion Portfolio Management Inc’s full portfolio or all institutional holders of NVSN.