Citigroup
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Citigroup’s Novartis NVS Stock Holding History

Citigroup’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
2023
Q3 		– Sell
-98,100
Closed -$9.9M – 5751
2023
Q2 		$9.9M Buy
+98,100
New +$9.81M 0.01% 1146
2021
Q1 		– Sell
-133,700
Closed -$12.6M – 7044
2020
Q4 		$12.6M Sell
133,700
-11,700
-8% -$1.02M 0.01% 1369
2020
Q3 		$12.6M Sell
145,400
-39,700
-21% -$3.44M 0.01% 1196
2020
Q2 		$16.2M Buy
185,100
+26,100
+16% +$2.25M 0.01% 960
2020
Q1 		$13.1M Sell
159,000
-19,200
-11% -$1.71M 0.01% 978
2019
Q4 		$16.9M Sell
178,200
-38,900
-18% -$3.49M 0.01% 1086
2019
Q3 		$18.9M Buy
217,100
+35,900
+20% +$3.22M 0.02% 946
2019
Q2 		$16.5M Sell
181,200
-128,825
-42% -$10.9M 0.01% 1046
2019
Q1 		$26.7M Buy
310,025
+112
+0% +$8.99K 0.03% 681
2018
Q4 		$23.8M Buy
309,913
+45,756
+17% +$3.56M 0.02% 720
2018
Q3 		$20.4M Buy
264,157
+9,151
+4% +$676K 0.02% 821
2018
Q2 		$17.3M Buy
255,006
+86,825
+52% +$5.99M 0.02% 896
2018
Q1 		$12.2M Buy
168,181
+81,914
+95% +$6.24M 0.01% 1110
2017
Q4 		$6.49M Sell
86,267
-84,481
-49% -$6.37M 0.01% 1603
2017
Q3 		$13.1M Buy
170,748
+51,001
+43% +$3.85M 0.01% 1050
2017
Q2 		$8.96M Buy
119,747
+46,761
+64% +$3.31M 0.01% 1233
2017
Q1 		$4.86M Buy
72,986
+47,541
+187% +$3.17M ﹤0.01% 1692
2016
Q4 		$1.66M Sell
25,445
-9,821
-28% -$637K ﹤0.01% 3148
2016
Q3 		$2.5M Sell
35,266
-2,120
-6% -$154K ﹤0.01% 2307
2016
Q2 		$2.76M Sell
37,386
-47,988
-56% -$3.32M ﹤0.01% 2085
2016
Q1 		$5.54M Buy
85,374
+55,354
+184% +$3.77M 0.01% 1460
2015
Q4 		$2.31M Buy
30,020
+3,124
+12% +$248K ﹤0.01% 2375
2015
Q3 		$2.21M Buy
26,896
+11,272
+72% +$1M ﹤0.01% 2356
2015
Q2 		$1.38M Buy
+15,624
New +$1.43M ﹤0.01% 2887
2014
Q1 		– Sell
-6,584
Closed -$474K – 7144
2013
Q4 		$474K Hold
6,584
– – ﹤0.01% 3838
2013
Q3 		$452K Hold
6,584
– – ﹤0.01% 3515
2013
Q2 		$417K Buy
+6,584
New +$428K ﹤0.01% 3648

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

Citigroup's NVS Position: Q2 2026 in Review

Citigroup reduced its Novartis (NVS) stake by 24% in Q2 2026, selling an estimated $12.5M and leaving 265,626 shares worth $41.6M. The position accounts for 0.01% of the portfolio, ranked #816.

Citigroup first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $88.6M in Q1 2024. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Citigroup held 265,626 shares of Novartis worth $41.6M as of Q2 2026.
  • Citigroup sold 83,163 Novartis shares in Q2 2026, an estimated $12.5M.
  • Novartis made up 0.01% of Citigroup's portfolio in Q2 2026, its #816 holding.
  • Citigroup first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • Citigroup's Novartis position peaked at $88.6M in Q1 2024.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.