Anchor Capital Advisors’s Novartis NVS Stock Holding History

Anchor Capital 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	$269K	Hold	1,718	–	–	0.01%	229
2026 Q1	$262K	Hold	1,718	–	–	0.01%	230
2025 Q4	$237K	Hold	1,718	–	–	0.01%	241
2025 Q3	$220K	Hold	1,718	–	–	0.01%	239
2025 Q2	$208K	Buy	+1,718	New	+$194K	0.01%	237
2016 Q1	–	Sell	-2,701	Closed	-$208K	–	290
2015 Q4	$208K	Buy	+2,701	New	+$215K	0.01%	282
2015 Q3	–	Sell	-2,344	Closed	-$207K	–	287
2015 Q2	$207K	Hold	2,344	–	–	﹤0.01%	281
2015 Q1	$207K	Buy	+2,344	New	+$208K	﹤0.01%	287

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

Anchor Capital Advisors's NVS Position: Q2 2026 in Review

Anchor Capital Advisors held its Novartis (NVS) position steady in Q2 2026 at 1,718 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #229.

Anchor Capital Advisors first reported a position in NVS in Q1 2015 and has held it in 8 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Anchor Capital Advisors held 1,718 shares of Novartis worth $269K as of Q2 2026.
Anchor Capital Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #229 holding.
Anchor Capital Advisors first reported a position in Novartis in Q1 2015 and has held it in 8 quarters since.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.