Cary Street Partners’s Novartis NVS Stock Holding History

Cary Street Partners’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	$770K	Sell	4,915 -89	-2%	-$13.3K	0.02%	556
2026 Q1	$764K	Buy	5,004 +22	+0.4%	+$3.37K	0.02%	499
2025 Q4	$687K	Sell	4,982 -1,176	-19%	-$154K	0.02%	522
2025 Q3	$790K	Sell	6,158 -421	-6%	-$51.4K	0.02%	478
2025 Q2	$796K	Sell	6,579 -170	-3%	-$19.2K	0.02%	451
2025 Q1	$752K	Sell	6,749 -1,387	-17%	-$148K	0.02%	452
2024 Q4	$792K	Buy	+8,136	New	+$868K	0.03%	425

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

Cary Street Partners's NVS Position: Q2 2026 in Review

Cary Street Partners reduced its Novartis (NVS) stake by 1.8% in Q2 2026, selling an estimated $13.3K and leaving 4,915 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #556.

Cary Street Partners first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $796K in Q2 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Cary Street Partners held 4,915 shares of Novartis worth $770K as of Q2 2026.
Cary Street Partners sold 89 Novartis shares in Q2 2026, an estimated $13.3K.
Novartis made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #556 holding.
Cary Street Partners first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Novartis position peaked at $796K in Q2 2025.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.