3 Factor Indexing’s Novartis NVS Stock Holding History

3 Factor Indexing’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7K	Hold	100	–	–	0.01%	116
2026 Q1	$15.3K	Buy	+100	New	+$15.3K	0.01%	119

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

3 Factor Indexing's NVS Position: Q2 2026 in Review

3 Factor Indexing held its Novartis (NVS) position steady in Q2 2026 at 100 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #116.

3 Factor Indexing first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,546 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

3 Factor Indexing held 100 shares of Novartis worth $15.7K as of Q2 2026.
3 Factor Indexing left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #116 holding.
3 Factor Indexing first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
1,546 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.