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Almanack Investment Partners’s Novartis NVS Stock Holding History

Almanack Investment Partners’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 		$737K Buy
4,703
+1,811
+63% +$271K 0.09% 127
2026
Q1 		$442K Sell
2,892
-27
-0.9% -$4.14K 0.07% 106
2025
Q4 		$402K Sell
2,919
-33
-1% -$4.32K 0.07% 112
2025
Q3 		$379K Sell
2,952
-726
-20% -$88.6K 0.06% 135
2025
Q2 		$445K Buy
3,678
+735
+25% +$82.8K 0.07% 129
2025
Q1 		$328K Sell
2,943
-104
-3% -$11.1K 0.07% 109
2024
Q4 		$297K Buy
3,047
+37
+1% +$3.95K 0.05% 141
2024
Q3 		$346K Buy
3,010
+13
+0.4% +$1.48K 0.05% 136
2024
Q2 		$319K Buy
2,997
+33
+1% +$3.31K 0.05% 138
2024
Q1 		$287K Buy
2,964
+70
+2% +$7.18K 0.05% 147
2023
Q4 		$292K Hold
2,894
– – 0.05% 129
2023
Q3 		$295K Hold
2,894
– – 0.06% 118
2023
Q2 		$292K Buy
2,894
+56
+2% +$5.6K 0.05% 135
2023
Q1 		$261K Hold
2,838
– – 0.05% 140
2022
Q4 		$257K Buy
+2,838
New +$239K 0.05% 143
2022
Q3 		– Sell
-3,856
Closed -$326K – 860
2022
Q2 		$326K Buy
+3,856
New +$338K 0.03% 299
2021
Q3 		– Sell
-2,191
Closed -$200K – 541
2021
Q2 		$200K Sell
2,191
-3,462
-61% -$308K 0.02% 407
2021
Q1 		$483K Buy
5,653
+850
+18% +$76.3K 0.05% 242
2020
Q4 		$454K Buy
4,803
+1,702
+55% +$149K 0.05% 227
2020
Q3 		$261K Sell
3,101
-81
-3% -$7.02K 0.03% 320
2020
Q2 		$278K Sell
3,182
-806
-20% -$69.6K 0.05% 191
2020
Q1 		$329K Buy
3,988
+1,187
+42% +$106K 0.07% 168
2019
Q4 		$265K Hold
2,801
– – 0.05% 160
2019
Q3 		$243K Hold
2,801
– – 0.05% 184
2019
Q2 		$256K Sell
2,801
-377
-12% -$31.9K 0.06% 152
2019
Q1 		$274K Hold
3,178
– – 0.08% 113
2018
Q4 		$244K Hold
3,178
– – 0.07% 134
2018
Q3 		$253K Buy
+3,178
New +$235K 0.07% 147

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Almanack Investment Partners's NVS Position: Q2 2026 in Review

Almanack Investment Partners increased its Novartis (NVS) stake by 63% in Q2 2026, buying an estimated $271K and bringing the position to 4,703 shares worth $737K. The position accounts for 0.09% of the portfolio, ranked #127.

Almanack Investment Partners first reported a position in NVS in Q3 2018 and has held it in 28 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Almanack Investment Partners held 4,703 shares of Novartis worth $737K as of Q2 2026.
  • Almanack Investment Partners bought 1,811 Novartis shares in Q2 2026, an estimated $271K.
  • Novartis made up 0.09% of Almanack Investment Partners's portfolio in Q2 2026, its #127 holding.
  • Almanack Investment Partners first reported a position in Novartis in Q3 2018 and has held it in 28 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.