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Caitlin John’s Novartis NVS Stock Holding History

Caitlin John’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 		$11.1K Hold
71
– – 0.01% 576
2026
Q1 		$10.9K Buy
71
+9
+15% +$1.38K 0.01% 512
2025
Q4 		$8.57K Hold
62
– – 0.01% 562
2025
Q3 		$7.97K Buy
+62
New +$7.57K 0.01% 525
2025
Q1 		– Sell
-54
Closed -$5.27K – 578
2024
Q4 		$5.27K Hold
54
– – ﹤0.01% 560
2024
Q3 		$5.62K Hold
54
– – ﹤0.01% 554
2024
Q2 		$5.76K Sell
54
-66
-55% -$6.63K ﹤0.01% 536
2024
Q1 		$11.6K Sell
120
-3
-2% -$308 0.01% 427
2023
Q4 		$12.5K Buy
+123
New +$11.9K 0.01% 404

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

Caitlin John's NVS Position: Q2 2026 in Review

Caitlin John held its Novartis (NVS) position steady in Q2 2026 at 71 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #576.

Caitlin John first reported a position in NVS in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.5K in Q4 2023. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Caitlin John held 71 shares of Novartis worth $11.1K as of Q2 2026.
  • Caitlin John left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.01% of Caitlin John's portfolio in Q2 2026, its #576 holding.
  • Caitlin John first reported a position in Novartis in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Novartis position peaked at $12.5K in Q4 2023.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.