Caitong International Asset Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$282K Buy
+1,799
New +$270K 0.04% 349
2026
Q1
Sell
-1,459
Closed -$201K 2910
2025
Q4
$201K Buy
+1,459
New +$191K 0.05% 208
2025
Q3
Sell
-479
Closed -$58K 2341
2025
Q2
$58K Sell
479
-1,003
-68% -$113K 0.04% 238
2025
Q1
$165K Buy
+1,482
New +$158K 0.12% 160

Other funds holding NVS

Caitong International Asset Management's NVS Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in Novartis (NVS) in Q2 2026: 1,799 shares worth $282K. The stake represents 0.04% of the portfolio and ranks #349 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in NVS as recently as Q4 2025.

Caitong International Asset Management first reported a position in NVS in Q1 2025 and has held it in 4 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Caitong International Asset Management held 1,799 shares of Novartis worth $282K as of Q2 2026.
  • Novartis was a new Caitong International Asset Management position in Q2 2026.
  • Novartis made up 0.04% of Caitong International Asset Management's portfolio in Q2 2026, its #349 holding.
  • Caitong International Asset Management first reported a position in Novartis in Q1 2025 and has held it in 4 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.