SEC 13F Intelligence

Oppenheimer Asset Management Inc. / NVSN

Oppenheimer Asset Management Inc.’s Novartis AG Position

Does Oppenheimer Asset Management Inc. own Novartis AG (NVSN)? Yes — 217.1K shares worth $33M (+0.38% of its 13F portfolio) as of Q1 2026, down from 220.2K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
217.1K
% of Portfolio
+0.38%
Quarters Held
30
currently held

Position History NVSN

Reported value by quarter
Q4 ’18: $25MQ4 ’18Q1 ’19: $28MQ2 ’19: $28MQ3 ’19: $26MQ4 ’19: $30MQ4 ’19Q1 ’20: $26MQ2 ’20: $27MQ3 ’20: $26MQ4 ’20: $28MQ4 ’20Q1 ’21: $26MQ2 ’21: $30MQ3 ’21: $27MQ4 ’21: $29MQ4 ’21Q1 ’22: $32MQ2 ’22: $30MQ3 ’22: $24MQ4 ’22: $27MQ4 ’22Q1 ’23: $28MQ2 ’23: $26MQ3 ’23: $25MQ4 ’23: $24MQ4 ’23Q1 ’24: $25MQ2 ’24: $31MQ3 ’24: $26MQ4 ’24: $22MQ4 ’24Q1 ’25: $24MQ2 ’25: $25MQ3 ’25: $29MQ4 ’25: $30MQ4 ’25Q1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026217.1K$33M+0.38%
Q4 2025220.2K$30M+0.37%
Q3 2025222.9K$29M+0.31%
Q2 2025209.5K$25M+0.29%
Q1 2025212.3K$24M+0.29%
Q4 2024229.0K$22M+0.27%
Q3 2024229.9K$26M+0.32%
Q2 2024290.1K$31M+0.39%
Q1 2024258.9K$25M+0.37%
Q4 2023239.5K$24M+0.34%
Q3 2023244.2K$25M+0.38%
Q2 2023258.8K$26M+0.38%
Q1 2023302.6K$28M+0.43%
Q4 2022303.0K$27M+0.44%
Q3 2022309.7K$24M+0.42%
Q2 2022353.7K$30M+0.50%
Q1 2022360.1K$32M+0.45%
Q4 2021333.3K$29M+0.39%
Q3 2021332.1K$27M+0.39%
Q2 2021324.8K$30M+0.42%
Q1 2021302.0K$26M+0.40%
Q4 2020299.1K$28M+0.47%
Q3 2020298.7K$26M+0.50%
Q2 2020305.6K$27M+0.55%
Q1 2020313.1K$26M+0.63%
Q4 2019311.7K$30M+0.62%
Q3 2019302.2K$26M+0.58%
Q2 2019305.9K$28M+0.62%
Q1 2019292.4K$28M+0.63%
Q4 2018289.8K$25M+0.62%

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