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AlTi Global’s Novartis NVS Stock Holding History

AlTi Global’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 		$514K Sell
3,280
-434
-12% -$65.1K 0.01% 354
2026
Q1 		$567K Sell
3,714
-667
-15% -$102K 0.01% 300
2025
Q4 		$604K Buy
4,381
+2
+0% +$262 0.01% 287
2025
Q3 		$562K Sell
4,379
-40
-0.9% -$4.88K 0.01% 304
2025
Q2 		$535K Buy
+4,419
New +$498K 0.01% 295

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

AlTi Global's NVS Position: Q2 2026 in Review

AlTi Global reduced its Novartis (NVS) stake by 12% in Q2 2026, selling an estimated $65.1K and leaving 3,280 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #354.

AlTi Global first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. The position peaked at $604K in Q4 2025. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • AlTi Global held 3,280 shares of Novartis worth $514K as of Q2 2026.
  • AlTi Global sold 434 Novartis shares in Q2 2026, an estimated $65.1K.
  • Novartis made up 0.01% of AlTi Global's portfolio in Q2 2026, its #354 holding.
  • AlTi Global first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • AlTi Global's Novartis position peaked at $604K in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.