Altrius Capital Management Inc / NVSN
Altrius Capital Management Inc’s Novartis AG Position
Does Altrius Capital Management Inc own Novartis AG (NVSN)? Yes — 70.6K shares worth $11M (+2.15% of its 13F portfolio) as of Q1 2026, down from 74.9K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
70.6K
% of Portfolio
+2.15%
Quarters Held
16
currently held
Position History NVSN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 70.6K | $11M | +2.15% |
| Q4 2025 | 74.9K | $10M | +2.19% |
| Q3 2025 | 74.4K | $10M | +2.18% |
| Q2 2025 | 78.9K | $10M | +2.23% |
| Q1 2025 | 79.6K | $9M | +2.16% |
| Q4 2024 | 77.8K | $8M | +2.03% |
| Q3 2024 | 74.4K | $9M | +2.15% |
| Q2 2024 | 78.1K | $8M | +2.19% |
| Q1 2024 | 76.7K | $7M | +1.87% |
| Q4 2023 | 69.8K | $7M | +1.96% |
| Q3 2023 | 70.0K | $7M | +2.12% |
| Q2 2023 | 70.5K | $7M | +2.11% |
| Q1 2023 | 71.3K | $7M | +2.00% |
| Q4 2022 | 67.3K | $6M | +1.92% |
| Q3 2022 | 65.1K | $5M | +1.89% |
| Q2 2022 | 49.0K | $4M | +1.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Altrius Capital Management Inc’s full portfolio or all institutional holders of NVSN.