Charles Schwab
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Charles Schwab’s Novartis NVS Stock Holding History

Charles Schwab’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 		$60.2M Buy
384,386
+38,976
+11% +$5.84M 0.01% 1121
2026
Q1 		$52.8M Buy
345,410
+54,930
+19% +$8.42M 0.01% 1120
2025
Q4 		$40M Buy
290,480
+29,653
+11% +$3.88M 0.01% 1296
2025
Q3 		$33.4M Buy
260,827
+38,197
+17% +$4.66M 0.01% 1410
2025
Q2 		$26.9M Buy
222,630
+37,027
+20% +$4.17M ﹤0.01% 1506
2025
Q1 		$20.7M Buy
185,603
+20,161
+12% +$2.15M ﹤0.01% 1626
2024
Q4 		$16.1M Buy
165,442
+8,186
+5% +$873K ﹤0.01% 1805
2024
Q3 		$18.1M Buy
157,256
+18,990
+14% +$2.15M ﹤0.01% 1745
2024
Q2 		$14.7M Buy
138,266
+17,662
+15% +$1.77M ﹤0.01% 1846
2024
Q1 		$11.6M Sell
120,604
-25,805
-18% -$2.65M ﹤0.01% 1914
2023
Q4 		$14.6M Sell
146,409
-4,237,440
-97% -$409M ﹤0.01% 1787
2023
Q3 		$416M Sell
4,383,849
-28,592
-0.6% -$2.9M 0.12% 145
2023
Q2 		$417M Sell
4,412,441
-49,942
-1% -$5M 0.12% 142
2023
Q1 		$384M Sell
4,462,383
-106,331
-2% -$9.29M 0.12% 147
2022
Q4 		$389M Buy
4,568,714
+41,253
+0.9% +$3.47M 0.13% 155
2022
Q3 		$344M Buy
4,527,461
+83,210
+2% +$6.9M 0.12% 152
2022
Q2 		$376M Buy
4,444,251
+45,038
+1% +$3.95M 0.13% 144
2022
Q1 		$386M Buy
4,399,213
+193,519
+5% +$16.8M 0.12% 157
2021
Q4 		$368M Buy
4,205,694
+89,226
+2% +$7.41M 0.11% 163
2021
Q3 		$337M Buy
4,116,468
+38,337
+0.9% +$3.45M 0.11% 162
2021
Q2 		$372M Buy
4,078,131
+58,840
+1% +$5.24M 0.12% 147
2021
Q1 		$344M Sell
4,019,291
-544,058
-12% -$48.8M 0.13% 143
2020
Q4 		$431M Sell
4,563,349
-232,491
-5% -$20.3M 0.17% 114
2020
Q3 		$417M Sell
4,795,840
-260,053
-5% -$22.5M 0.19% 104
2020
Q2 		$442M Sell
5,055,893
-172,708
-3% -$14.9M 0.22% 96
2020
Q1 		$431M Buy
5,228,601
+4,323,827
+478% +$386M 0.25% 84
2019
Q4 		$85.7M Buy
904,774
+142,947
+19% +$12.8M 0.05% 384
2019
Q3 		$66.2M Buy
761,827
+88,776
+13% +$7.97M 0.04% 444
2019
Q2 		$61.5M Buy
673,051
+128,555
+24% +$10.9M 0.04% 475
2019
Q1 		$46.9M Buy
+544,496
New +$43.7M 0.03% 574

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

Charles Schwab's NVS Position: Q2 2026 in Review

Charles Schwab increased its Novartis (NVS) stake by 11% in Q2 2026, buying an estimated $5.84M and bringing the position to 384,386 shares worth $60.2M. The position accounts for 0.01% of the portfolio, ranked #1121.

Charles Schwab first reported a position in NVS in Q1 2019 and has held it in 30 quarters since. The position peaked at $442M in Q2 2020. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Charles Schwab held 384,386 shares of Novartis worth $60.2M as of Q2 2026.
  • Charles Schwab bought 38,976 Novartis shares in Q2 2026, an estimated $5.84M.
  • Novartis made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1121 holding.
  • Charles Schwab first reported a position in Novartis in Q1 2019 and has held it in 30 quarters since.
  • Charles Schwab's Novartis position peaked at $442M in Q2 2020.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.