Americana Partners’s Novartis NVS Stock Holding History

Americana 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	$4.92M	Buy	31,396 +5,206	+20%	+$780K	0.11%	141
2026 Q1	$4M	Buy	26,190 +1,226	+5%	+$188K	0.1%	149
2025 Q4	$3.44M	Sell	24,964 -1,320	-5%	-$173K	0.09%	166
2025 Q3	$3.37M	Sell	26,284 -263	-1%	-$32.1K	0.1%	159
2025 Q2	$3.21M	Buy	26,547 +792	+3%	+$89.3K	0.11%	157
2025 Q1	$2.87M	Buy	25,755 +264	+1%	+$28.1K	0.11%	145
2024 Q4	$2.48M	Sell	25,491 -2,527	-9%	-$269K	0.1%	165
2024 Q3	$3.22M	Buy	28,018 +129	+0.5%	+$14.6K	0.22%	105
2024 Q2	$2.97M	Buy	27,889 +318	+1%	+$31.9K	0.23%	105
2024 Q1	$2.67M	Sell	27,571 -310	-1%	-$31.8K	0.22%	113
2023 Q4	$2.82M	Buy	27,881 +15,387	+123%	+$1.49M	0.27%	93
2023 Q3	$1.26M	Sell	12,494 -423	-3%	-$42.9K	0.14%	135
2023 Q2	$1.3M	Sell	12,917 -1,909	-13%	-$191K	0.17%	122
2023 Q1	$1.36M	Buy	14,826 +100	+0.7%	+$8.73K	0.22%	107
2022 Q4	$1.33M	Sell	14,726 -17,203	-54%	-$1.45M	0.23%	100
2022 Q3	$2.43M	Buy	31,929 +19,735	+162%	+$1.64M	0.43%	72
2022 Q2	$994K	Buy	12,194 +8,419	+223%	+$739K	0.18%	110
2022 Q1	$328K	Sell	3,775 -11,111	-75%	-$962K	0.1%	172
2021 Q4	$1.3M	Buy	14,886 +11,763	+377%	+$977K	0.24%	99
2021 Q3	$255K	Buy	+3,123	New	+$281K	0.06%	209
2020 Q1	–	Sell	-98	Closed	-$9K	–	378
2019 Q4	$9K	Buy	+98	New	+$8.79K	0.01%	438

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

Americana Partners's NVS Position: Q2 2026 in Review

Americana Partners increased its Novartis (NVS) stake by 20% in Q2 2026, buying an estimated $780K and bringing the position to 31,396 shares worth $4.92M. The position accounts for 0.11% of the portfolio, ranked #141.

Americana Partners first reported a position in NVS in Q4 2019 and has held it in 21 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Americana Partners held 31,396 shares of Novartis worth $4.92M as of Q2 2026.
Americana Partners bought 5,206 Novartis shares in Q2 2026, an estimated $780K.
Novartis made up 0.11% of Americana Partners's portfolio in Q2 2026, its #141 holding.
Americana Partners first reported a position in Novartis in Q4 2019 and has held it in 21 quarters since.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.