Annis Gardner Whiting Capital Advisors’s Novartis NVS Stock Holding History

Annis Gardner Whiting 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	–	Sell	-790	Closed	-$121K	–	955
2026 Q1	$121K	Buy	790 +60	+8%	+$9.2K	0.02%	404
2025 Q4	$101K	Buy	730 +376	+106%	+$49.2K	0.02%	404
2025 Q3	$45.4K	Sell	354 -122	-26%	-$14.9K	0.01%	514
2025 Q2	$57.6K	Buy	476 +116	+32%	+$13.1K	0.02%	391
2025 Q1	$40.5K	Sell	360 -19	-5%	-$2.02K	0.02%	377
2024 Q4	$36.9K	Hold	379	–	–	0.01%	377
2024 Q3	$43.6K	Hold	379	–	–	0.01%	380
2024 Q2	$40.3K	Hold	379	–	–	0.01%	439
2024 Q1	$38.1K	Sell	379 -5	-1%	-$513	0.01%	432
2023 Q4	$38.8K	Hold	384	–	–	0.02%	331
2023 Q3	$39.1K	Buy	+384	New	+$39K	0.02%	306

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

Annis Gardner Whiting Capital Advisors's NVS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Novartis (NVS) in Q2 2026, closing a stake of 790 shares — an estimated $121K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NVS in Q3 2023 and held it in 11 quarters. The position peaked at $121K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 790 Novartis shares in Q2 2026, an estimated $121K.
Annis Gardner Whiting Capital Advisors first reported a position in Novartis in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Novartis position peaked at $121K in Q1 2026.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.