Bank of Montreal
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Bank of Montreal’s Novartis NVS Stock Holding History

Bank of Montreal’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
2016
Q1 		– Sell
-6,026
Closed -$465K – 4341
2015
Q4 		$465K Hold
6,026
– – ﹤0.01% 2024
2015
Q3 		$496K Hold
6,026
– – ﹤0.01% 1856
2015
Q2 		$531K Hold
6,026
– – ﹤0.01% 1939
2015
Q1 		$532K Buy
+6,026
New +$535K ﹤0.01% 1899

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal's NVS Position: Q2 2026 in Review

Bank of Montreal reduced its Novartis (NVS) stake by 60% in Q2 2026, selling an estimated $23.1M and leaving 104,932 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #996.

Bank of Montreal first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $136M in Q4 2025. 1,269 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Bank of Montreal held 104,932 shares of Novartis worth $16.4M as of Q2 2026.
  • Bank of Montreal sold 154,413 Novartis shares in Q2 2026, an estimated $23.1M.
  • Novartis made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #996 holding.
  • Bank of Montreal first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Novartis position peaked at $136M in Q4 2025.
  • 1,269 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.