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Campbell & Co Investment Adviser’s Novartis NVS Stock Holding History

Campbell & Co Investment Adviser’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 		– Sell
-39,646
Closed -$6.06M – 1260
2026
Q1 		$6.06M Buy
39,646
+15,027
+61% +$2.3M 0.34% 49
2025
Q4 		$3.39M Buy
+24,619
New +$3.22M 0.16% 181
2025
Q2 		– Sell
-14,940
Closed -$1.67M – 1363
2025
Q1 		$1.67M Sell
14,940
-84,674
-85% -$9.01M 0.13% 245
2024
Q4 		$9.69M Buy
99,614
+89,863
+922% +$9.58M 0.75% 3
2024
Q3 		$1.12M Sell
9,751
-5,355
-35% -$608K 0.08% 393
2024
Q2 		$1.61M Buy
15,106
+4,442
+42% +$446K 0.14% 222
2024
Q1 		$1.03M Buy
10,664
+7,697
+259% +$789K 0.09% 384
2023
Q4 		$300K Buy
+2,967
New +$286K 0.03% 914
2023
Q3 		– Sell
-12,588
Closed -$1.27M – 1114
2023
Q2 		$1.27M Buy
12,588
+5,284
+72% +$528K 0.23% 87
2023
Q1 		$672K Buy
+7,304
New +$638K 0.13% 302
2020
Q1 		– Sell
-9,814
Closed -$929K – 358
2019
Q4 		$929K Buy
+9,814
New +$881K 0.28% 69
2018
Q2 		– Sell
-6,144
Closed -$445K – 483
2018
Q1 		$445K Buy
+6,144
New +$468K 0.37% 71
2015
Q2 		– Sell
-7,031
Closed -$621K – 217
2015
Q1 		$621K Buy
+7,031
New +$624K 0.39% 98
2013
Q3 		– Sell
-80,256
Closed -$5.08M – 334
2013
Q2 		$5.08M Buy
+80,256
New +$5.22M 0.98% 28

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Campbell & Co Investment Adviser's NVS Position: Q2 2026 in Review

Campbell & Co Investment Adviser sold out of Novartis (NVS) in Q2 2026, closing a stake of 39,646 shares — an estimated $6.06M sold.

Campbell & Co Investment Adviser first reported a position in NVS in Q2 2013 and held it in 14 quarters. The position peaked at $9.69M in Q4 2024. 828 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Campbell & Co Investment Adviser reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 39,646 Novartis shares in Q2 2026, an estimated $6.06M.
  • Campbell & Co Investment Adviser first reported a position in Novartis in Q2 2013 and held it in 14 quarters.
  • Campbell & Co Investment Adviser's Novartis position peaked at $9.69M in Q4 2024.
  • 828 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.