Bryn Mawr Capital Management’s Novartis NVS Stock Holding History

Bryn Mawr Capital 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	$926K	Sell	5,909 -93	-2%	-$13.9K	0.04%	225
2026 Q1	$917K	Sell	6,002 -3,423	-36%	-$525K	0.04%	218
2025 Q4	$1.3M	Buy	9,425 +24	+0.3%	+$3.14K	0.06%	189
2025 Q3	$1.21M	Sell	9,401 -1,870	-17%	-$228K	0.06%	191
2025 Q2	$1.36M	Sell	11,271 -1,215	-10%	-$137K	0.07%	179
2025 Q1	$1.39M	Sell	12,486 -398	-3%	-$42.4K	0.08%	172
2024 Q4	$1.25M	Buy	12,884 +100	+0.8%	+$10.7K	0.07%	191
2024 Q3	$1.47M	Sell	12,784 -211	-2%	-$23.9K	0.08%	181
2024 Q2	$1.38M	Buy	12,995 +274	+2%	+$27.5K	0.08%	183
2024 Q1	$1.23M	Sell	12,721 -180	-1%	-$18.5K	0.07%	201
2023 Q4	$1.3M	Sell	12,901 -371	-3%	-$35.8K	0.08%	191
2023 Q3	$1.35M	Buy	+13,272	New	+$1.35M	0.09%	175
2019 Q2	–	Sell	-2,846	Closed	-$245K	–	89
2019 Q1	$245K	Buy	+2,846	New	+$228K	0.22%	70

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

Bryn Mawr Capital Management's NVS Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Novartis (NVS) stake by 1.5% in Q2 2026, selling an estimated $13.9K and leaving 5,909 shares worth $926K. The position accounts for 0.04% of the portfolio, ranked #225.

Bryn Mawr Capital Management first reported a position in NVS in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.47M in Q3 2024. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Bryn Mawr Capital Management held 5,909 shares of Novartis worth $926K as of Q2 2026.
Bryn Mawr Capital Management sold 93 Novartis shares in Q2 2026, an estimated $13.9K.
Novartis made up 0.04% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #225 holding.
Bryn Mawr Capital Management first reported a position in Novartis in Q1 2019 and has held it in 13 quarters since.
Bryn Mawr Capital Management's Novartis position peaked at $1.47M in Q3 2024.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.