Altman Advisors’s Novartis NVS Stock Holding History

Altman Advisors’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	$2.33M	Sell	14,896 -75	-0.5%	-$11.2K	0.84%	44
2026 Q1	$2.29M	Sell	14,971 -2,141	-13%	-$328K	0.95%	37
2025 Q4	$2.36M	Sell	17,112 -24	-0.1%	-$3.14K	0.89%	42
2025 Q3	$2.2M	Buy	17,136 +136	+0.8%	+$16.6K	0.84%	50
2025 Q2	$2.09M	Buy	17,000 +547	+3%	+$61.7K	0.85%	52
2025 Q1	$1.87M	Buy	16,453 +509	+3%	+$54.2K	0.86%	53
2024 Q4	$1.55M	Buy	15,944 +288	+2%	+$30.7K	0.66%	69
2024 Q3	$1.8M	Buy	15,656 +90	+0.6%	+$10.2K	0.8%	58
2024 Q2	$1.66M	Buy	15,566 +50	+0.3%	+$5.02K	0.94%	46
2024 Q1	$1.49M	Buy	15,516 +582	+4%	+$59.7K	0.72%	67
2023 Q4	$1.51M	Buy	14,934 +217	+1%	+$20.9K	0.79%	57
2023 Q3	$1.5M	Buy	+14,717	New	+$1.49M	0.94%	33
2023 Q1	$1.35M	Buy	+14,709	New	+$1.28M	1.24%	28

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

Altman Advisors's NVS Position: Q2 2026 in Review

Altman Advisors reduced its Novartis (NVS) stake by 0.5% in Q2 2026, selling an estimated $11.2K and leaving 14,896 shares worth $2.33M. The position accounts for 0.84% of the portfolio, ranked #44.

Altman Advisors first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.36M in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Altman Advisors held 14,896 shares of Novartis worth $2.33M as of Q2 2026.
Altman Advisors sold 75 Novartis shares in Q2 2026, an estimated $11.2K.
Novartis made up 0.84% of Altman Advisors's portfolio in Q2 2026, its #44 holding.
Altman Advisors first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
Altman Advisors's Novartis position peaked at $2.36M in Q4 2025.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.