Axiom Investment Management’s Novartis NVS Stock Holding History

Axiom Investment Management’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	$521K	Hold	3,326	–	–	0.35%	63
2026 Q1	$508K	Buy	+3,326	New	+$510K	0.39%	55
2022 Q4	–	Sell	-80	Closed	-$6K	–	306
2022 Q3	$6K	Buy	+80	New	+$6.63K	0.01%	285
2021 Q4	–	Sell	-2,827	Closed	-$230K	–	150
2021 Q3	$230K	Sell	2,827 -750	-21%	-$67.5K	0.23%	101
2021 Q2	$326K	Sell	3,577 -4,319	-55%	-$385K	0.25%	93
2021 Q1	$674K	Buy	7,896 +6,392	+425%	+$574K	0.55%	49
2020 Q4	$523K	Sell	1,504 -4,038	-73%	-$353K	0.48%	52
2020 Q3	$482K	Hold	5,542	–	–	0.55%	48
2020 Q2	$484K	Sell	5,542 -896	-14%	-$77.3K	0.64%	47
2020 Q1	$530K	Sell	6,438 -2,889	-31%	-$258K	0.94%	28
2019 Q4	$884K	Buy	9,327 +723	+8%	+$64.9K	1.27%	18
2019 Q3	$748K	Sell	8,604 -1,201	-12%	-$108K	0.57%	48
2019 Q2	$896K	Sell	9,805 -712	-7%	-$60.3K	0.16%	153
2019 Q1	$911K	Buy	10,517 +4,121	+64%	+$331K	0.17%	142
2018 Q4	$492K	Buy	+6,396	New	+$498K	0.1%	187

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

Axiom Investment Management's NVS Position: Q2 2026 in Review

Axiom Investment Management held its Novartis (NVS) position steady in Q2 2026 at 3,326 shares worth $521K. The position accounts for 0.35% of the portfolio, ranked #63.

Axiom Investment Management first reported a position in NVS in Q4 2018 and has held it in 15 quarters since. The position peaked at $911K in Q1 2019. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Axiom Investment Management held 3,326 shares of Novartis worth $521K as of Q2 2026.
Axiom Investment Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.35% of Axiom Investment Management's portfolio in Q2 2026, its #63 holding.
Axiom Investment Management first reported a position in Novartis in Q4 2018 and has held it in 15 quarters since.
Axiom Investment Management's Novartis position peaked at $911K in Q1 2019.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.