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Bleakley Financial Group’s Novartis NVS Stock Holding History

Bleakley Financial Group’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 		$7.04M Buy
44,930
+793
+2% +$119K 0.09% 175
2026
Q1 		$6.74M Sell
44,137
-4,806
-10% -$737K 0.11% 166
2025
Q4 		$6.75M Sell
48,943
-3,190
-6% -$418K 0.12% 148
2025
Q3 		$6.69M Sell
52,133
-34
-0.1% -$4.15K 0.16% 124
2025
Q2 		$6.31M Sell
52,167
-756
-1% -$85.2K 0.16% 125
2025
Q1 		$5.9M Sell
52,923
-440
-0.8% -$46.8K 0.19% 106
2024
Q4 		$5.19M Buy
53,363
+2,227
+4% +$237K 0.16% 110
2024
Q3 		$5.88M Sell
51,136
-7,585
-13% -$861K 0.18% 101
2024
Q2 		$6.25M Buy
58,721
+3,990
+7% +$401K 0.18% 112
2024
Q1 		$5.29M Buy
54,731
+5,903
+12% +$605K 0.15% 131
2023
Q4 		$4.93M Buy
48,828
+3,863
+9% +$373K 0.16% 121
2023
Q3 		$4.58M Buy
44,965
+307
+0.7% +$31.2K 0.16% 120
2023
Q2 		$4.51M Sell
44,658
-8,438
-16% -$844K 0.14% 132
2023
Q1 		$4.88M Buy
53,096
+5,249
+11% +$458K 0.16% 114
2022
Q4 		$4.34M Buy
+47,847
New +$4.03M 0.16% 121

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bleakley Financial Group's NVS Position: Q2 2026 in Review

Bleakley Financial Group increased its Novartis (NVS) stake by 1.8% in Q2 2026, buying an estimated $119K and bringing the position to 44,930 shares worth $7.04M. The position accounts for 0.09% of the portfolio, ranked #175.

Bleakley Financial Group first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Bleakley Financial Group held 44,930 shares of Novartis worth $7.04M as of Q2 2026.
  • Bleakley Financial Group bought 793 Novartis shares in Q2 2026, an estimated $119K.
  • Novartis made up 0.09% of Bleakley Financial Group's portfolio in Q2 2026, its #175 holding.
  • Bleakley Financial Group first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.