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Choreo LLC’s Novartis NVS Stock Holding History

Choreo LLC’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 		$6.14M Buy
39,193
+582
+2% +$87.2K 0.07% 201
2026
Q1 		$5.9M Buy
38,611
+5,388
+16% +$826K 0.07% 195
2025
Q4 		$4.61M Sell
33,223
-1,348
-4% -$177K 0.06% 213
2025
Q3 		$4.43M Buy
34,571
+5,493
+19% +$670K 0.06% 219
2025
Q2 		$3.52M Buy
29,078
+795
+3% +$89.6K 0.05% 247
2025
Q1 		$3.15M Sell
28,283
-2,504
-8% -$267K 0.05% 249
2024
Q4 		$3M Sell
30,787
-652
-2% -$69.5K 0.04% 262
2024
Q3 		$3.6M Buy
31,439
+2,619
+9% +$297K 0.05% 234
2024
Q2 		$3.07M Buy
28,820
+21,335
+285% +$2.14M 0.05% 236
2024
Q1 		$724K Buy
7,485
+2,378
+47% +$244K 0.02% 341
2023
Q4 		$516K Buy
+5,107
New +$493K 0.01% 398

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

Choreo LLC's NVS Position: Q2 2026 in Review

Choreo LLC increased its Novartis (NVS) stake by 1.5% in Q2 2026, buying an estimated $87.2K and bringing the position to 39,193 shares worth $6.14M. The position accounts for 0.07% of the portfolio, ranked #201.

Choreo LLC first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Choreo LLC held 39,193 shares of Novartis worth $6.14M as of Q2 2026.
  • Choreo LLC bought 582 Novartis shares in Q2 2026, an estimated $87.2K.
  • Novartis made up 0.07% of Choreo LLC's portfolio in Q2 2026, its #201 holding.
  • Choreo LLC first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.