Arjuna Capital
NVS icon

Arjuna Capital’s Novartis NVS Stock Holding History

Arjuna Capital’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
Q3 		$4.62M Buy
32,386
+3,397
+12% +$515K 1.03% 23
2026
Q2 		$4.54M Buy
28,989
+1,980
+7% +$297K 1.02% 22
2026
Q1 		$4.13M Buy
27,009
+2,304
+9% +$353K 1.05% 22
2025
Q4 		$3.41M Sell
24,705
-146
-0.6% -$19.1K 0.83% 28
2025
Q3 		$3.19M Buy
24,851
+12,959
+109% +$1.58M 0.79% 32
2025
Q2 		$1.44M Sell
11,892
-555
-4% -$62.6K 0.38% 60
2025
Q1 		$1.39M Sell
12,447
-659
-5% -$70.2K 0.38% 61
2024
Q4 		$1.28M Sell
13,106
-198
-1% -$21.1K 0.34% 70
2024
Q3 		$1.53M Buy
13,304
+69
+0.5% +$7.83K 0.4% 72
2024
Q2 		$1.41M Buy
13,235
+31
+0.2% +$3.11K 0.38% 65
2024
Q1 		$1.28M Sell
13,204
-9,927
-43% -$1.02M 0.36% 71
2023
Q4 		$2.34M Buy
23,131
+1,068
+5% +$103K 0.73% 42
2023
Q3 		$2.25M Buy
+22,063
New +$2.24M 0.81% 41
2021
Q4 		– Sell
-9,782
Closed -$800K – 109
2021
Q3 		$800K Sell
9,782
-170
-2% -$15.3K 0.33% 73
2021
Q2 		$908K Buy
9,952
+222
+2% +$19.8K 0.39% 75
2021
Q1 		$832K Buy
9,730
+437
+5% +$39.2K 0.41% 71
2020
Q4 		$878K Buy
9,293
+477
+5% +$41.7K 0.49% 58
2020
Q3 		$767K Buy
8,816
+142
+2% +$12.3K 0.48% 59
2020
Q2 		$758K Buy
8,674
+187
+2% +$16.1K 0.52% 53
2020
Q1 		$700K Buy
+8,487
New +$757K 0.58% 48
2019
Q2 		– Sell
-19,139
Closed -$1.65M – 100
2019
Q1 		$1.65M Buy
19,139
+309
+2% +$24.8K 1.28% 26
2018
Q4 		$1.45M Sell
18,830
-372
-2% -$29K 1.32% 27
2018
Q3 		$1.48M Sell
19,202
-194
-1% -$14.3K 1.11% 34
2018
Q2 		$1.31M Sell
19,396
-1,556
-7% -$107K 1.07% 37
2018
Q1 		$1.52M Buy
20,952
+294
+1% +$22.4K 1.28% 32
2017
Q4 		$1.55M Buy
+20,658
New +$1.56M 1.46% 27

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Arjuna Capital's NVS Position: Q3 2026 in Review

Arjuna Capital increased its Novartis (NVS) stake by 12% in Q3 2026, buying an estimated $515K and bringing the position to 32,386 shares worth $4.62M. The position accounts for 1.03% of the portfolio, ranked #23.

Arjuna Capital first reported a position in NVS in Q4 2017 and has held it in 26 quarters since. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Arjuna Capital held 32,386 shares of Novartis worth $4.62M as of Q3 2026.
  • Arjuna Capital bought 3,397 Novartis shares in Q3 2026, an estimated $515K.
  • Novartis made up 1.03% of Arjuna Capital's portfolio in Q3 2026, its #23 holding.
  • Arjuna Capital first reported a position in Novartis in Q4 2017 and has held it in 26 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Arjuna Capital's 13F filing for Q3 2026, filed 3 Nov 2026.