Chilton Investment Company’s Novartis NVS Stock Holding History

Chilton Investment Company’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	$353K	Hold	2,250	–	–	0.01%	248
2026 Q1	$344K	Sell	2,250 -2,897	-56%	-$444K	0.01%	232
2025 Q4	$710K	Hold	5,147	–	–	0.01%	181
2025 Q3	$660K	Buy	5,147 +2,897	+129%	+$353K	0.01%	177
2025 Q2	$272K	Buy	2,250 +100	+5%	+$11.3K	0.01%	200
2025 Q1	$240K	Hold	2,150	–	–	0.01%	190
2024 Q4	$209K	Sell	2,150 -150	-7%	-$16K	0.01%	183
2024 Q3	$265K	Hold	2,300	–	–	0.01%	174
2024 Q2	$245K	Hold	2,300	–	–	0.01%	160
2024 Q1	$222K	Hold	2,300	–	–	0.01%	171
2023 Q4	$232K	Sell	2,300 -61	-3%	-$5.89K	0.01%	161
2023 Q3	$240K	Hold	2,361	–	–	0.01%	154
2023 Q2	$238K	Buy	+2,361	New	+$236K	0.01%	157
2015 Q1	–	Sell	-6,998	Closed	-$581K	–	164
2014 Q4	$581K	Buy	6,998 +1,395	+25%	+$116K	0.02%	134
2014 Q3	$473K	Buy	5,603 +3,086	+123%	+$250K	0.02%	143
2014 Q2	$204K	Sell	2,517 -3,226	-56%	-$254K	0.01%	118
2014 Q1	$438K	Hold	5,743	–	–	0.01%	135
2013 Q4	$414K	Hold	5,743	–	–	0.01%	142
2013 Q3	$395K	Buy	+5,743	New	+$380K	0.01%	129

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

Chilton Investment Company's NVS Position: Q2 2026 in Review

Chilton Investment Company held its Novartis (NVS) position steady in Q2 2026 at 2,250 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #248.

Chilton Investment Company first reported a position in NVS in Q3 2013 and has held it in 19 quarters since. The position peaked at $710K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Chilton Investment Company held 2,250 shares of Novartis worth $353K as of Q2 2026.
Chilton Investment Company left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.01% of Chilton Investment Company's portfolio in Q2 2026, its #248 holding.
Chilton Investment Company first reported a position in Novartis in Q3 2013 and has held it in 19 quarters since.
Chilton Investment Company's Novartis position peaked at $710K in Q4 2025.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.