Bridgewater Advisors’s Novartis NVS Stock Holding History

Bridgewater 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	$1.59M	Buy	10,369 +120	+1%	+$18K	0.09%	112
2026 Q1	$1.53M	Sell	10,249 -870	-8%	-$133K	0.09%	101
2025 Q4	$1.61M	Buy	11,119 +105	+1%	+$13.8K	0.1%	96
2025 Q3	$1.39M	Sell	11,014 -62	-0.6%	-$7.57K	0.1%	99
2025 Q2	$1.3M	Buy	11,076 +67	+0.6%	+$7.55K	0.1%	102
2025 Q1	$1.25M	Sell	11,009 -324	-3%	-$34.5K	0.11%	98
2024 Q4	$1.13M	Sell	11,333 -90	-0.8%	-$9.6K	0.12%	78
2024 Q3	$1.26M	Buy	11,423 +226	+2%	+$25.6K	0.13%	82
2024 Q2	$1.23M	Buy	+11,197	New	+$1.12M	0.15%	80
2014 Q2	$294K	Buy	3,625 +43	+1%	+$3.38K	0.25%	67
2014 Q1	$273K	Buy	3,582 +189	+6%	+$13.8K	0.27%	65
2013 Q4	$244K	Buy	+3,393	New	+$236K	0.25%	68

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

Bridgewater Advisors's NVS Position: Q2 2026 in Review

Bridgewater Advisors increased its Novartis (NVS) stake by 1.2% in Q2 2026, buying an estimated $18K and bringing the position to 10,369 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #112.

Bridgewater Advisors first reported a position in NVS in Q4 2013 and has held it in 12 quarters since. The position peaked at $1.61M in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Bridgewater Advisors held 10,369 shares of Novartis worth $1.59M as of Q2 2026.
Bridgewater Advisors bought 120 Novartis shares in Q2 2026, an estimated $18K.
Novartis made up 0.09% of Bridgewater Advisors's portfolio in Q2 2026, its #112 holding.
Bridgewater Advisors first reported a position in Novartis in Q4 2013 and has held it in 12 quarters since.
Bridgewater Advisors's Novartis position peaked at $1.61M in Q4 2025.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.