Ativo Capital Management LLC

Position in NVS — Novartis AG

CIK 1423065 CHICAGO, IL

Position in NVS

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$2,418,185

+$674,957 QoQ

Shares Held

15,831

+25.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.73%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 79% Shared 0% None 21%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,418,185	15,831	+25.2%	Shares	Sole	2026-05-01
2025-12-31	$1,743,228	12,644	-6.0%	Shares	Sole	2026-02-02
2025-09-30	$1,724,186	13,445	-2.0%	Shares	Sole	2025-11-04
2025-06-30	$1,660,862	13,725	+13.4%	Shares	Sole	2025-07-28
2025-03-31	$1,348,908	12,100	-0.8%	Shares	Sole	2025-04-28
2024-12-31	$1,186,403	12,192	-2.2%	Shares	Sole	2025-02-03
2024-09-30	$1,434,414	12,471	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$1,335,114	12,541	-0.7%	Shares	Sole	2024-08-05
2024-03-31	$1,221,796	12,631	+11.6%	Shares	Sole	2024-05-08
2023-12-31	$1,142,374	11,314	-0.8%	Shares	Sole	2024-01-23
2023-09-30	$1,161,407	11,402	-0.8%	Shares	Sole	2023-10-13
2023-06-30	$1,159,859	11,494	-5.5%	Shares	Sole	2023-08-08
2023-03-31	$1,118,444	12,157	+6.2%	Shares	Sole	2023-05-12
2022-12-31	$1,038,471	11,447	-5.4%	Shares	Sole	2023-02-14
2022-09-30	$919,644	12,099	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$1,021,291	12,082	-15.4%	Shares	Sole	2022-08-12
2022-03-31	$1,252,719	14,276	+0.3%	Shares	Sole	2022-05-13
2021-12-31	$1,245,397	14,238	-2.1%	Shares	Sole	2022-02-14
2021-09-30	$1,188,917	14,538	+9.8%	Shares	Sole	2021-11-12
2021-06-30	$1,207,926	13,239	-6.3%	Shares	Sole	2021-08-13
2021-03-31	$1,208,003	14,132	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,334,484	14,132	0.0%	Shares	Sole	2021-02-12
2020-09-30	$1,228,918	14,132	0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,234,288	14,132	0.0%	Shares	Sole	2020-08-13
2020-03-31	$1,165,183	14,132	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.