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AGF Management’s Novartis NVS Stock Holding History

AGF Management’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 		$56.5M Buy
+360,354
New +$54M 0.22% 111

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

AGF Management's NVS Position: Q2 2026 in Review

AGF Management opened a new position in Novartis (NVS) in Q2 2026: 360,354 shares worth $56.5M. The stake represents 0.22% of the portfolio and ranks #111 among its holdings.

1,082 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • AGF Management held 360,354 shares of Novartis worth $56.5M as of Q2 2026.
  • Novartis was a new AGF Management position in Q2 2026.
  • Novartis made up 0.22% of AGF Management's portfolio in Q2 2026, its #111 holding.
  • 1,082 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.