Aigen Investment Management’s Novartis NVS Stock Holding History

Aigen Investment 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	$352K	Buy	+2,243	New	+$336K	0.1%	277
2025 Q1	–	Sell	-2,394	Closed	-$233K	–	946
2024 Q4	$233K	Buy	+2,394	New	+$255K	0.04%	560
2022 Q1	–	Sell	-26,905	Closed	-$2.2M	–	916
2021 Q4	$2.2M	Sell	26,905 -26,551	-50%	-$2.2M	0.14%	201
2021 Q3	$4.37M	Buy	+53,456	New	+$4.81M	0.84%	26
2021 Q2	–	Sell	-3,129	Closed	-$267K	–	653
2021 Q1	$267K	Buy	+3,129	New	+$281K	0.04%	454
2020 Q1	–	Sell	-2	Closed	–	–	1470
2019 Q4	$0	Buy	+2	New	+$179	﹤0.01%	1131

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Aigen Investment Management's NVS Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Novartis (NVS) in Q2 2026: 2,243 shares worth $352K. The stake represents 0.1% of the portfolio and ranks #277 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in NVS as recently as Q4 2024.

Aigen Investment Management first reported a position in NVS in Q4 2019 and has held it in 6 quarters since. The position peaked at $4.37M in Q3 2021. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Aigen Investment Management held 2,243 shares of Novartis worth $352K as of Q2 2026.
Novartis was a new Aigen Investment Management position in Q2 2026.
Novartis made up 0.1% of Aigen Investment Management's portfolio in Q2 2026, its #277 holding.
Aigen Investment Management first reported a position in Novartis in Q4 2019 and has held it in 6 quarters since.
Aigen Investment Management's Novartis position peaked at $4.37M in Q3 2021.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.