Connable Office Inc’s Novartis NVS Stock Holding History

Connable Office Inc’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	$1.4M	Buy	8,946 +2,545	+40%	+$382K	0.12%	82
2026 Q1	$978K	Buy	+6,401	New	+$981K	0.1%	89
2017 Q2	–	Sell	-7,529	Closed	-$501K	–	181
2017 Q1	$501K	Sell	7,529 -41,441	-85%	-$2.76M	0.11%	92
2016 Q4	$3.2M	Hold	48,970	–	–	0.73%	28
2016 Q3	$3.46M	Buy	48,970 +37,112	+313%	+$2.7M	0.83%	19
2016 Q2	$877K	Buy	11,858 +865	+8%	+$59.8K	0.24%	65
2016 Q1	$714K	Hold	10,993	–	–	0.2%	67
2015 Q4	$847K	Sell	10,993 -6,867	-38%	-$546K	0.24%	70
2015 Q3	$1.47M	Sell	17,860 -223	-1%	-$19.8K	0.44%	58
2015 Q2	$1.59M	Sell	18,083 -607	-3%	-$55.7K	0.43%	59
2015 Q1	$1.65M	Buy	18,690 +28	+0.2%	+$2.48K	0.42%	56
2014 Q4	$1.55M	Sell	18,662 -2,560	-12%	-$212K	0.42%	59
2014 Q3	$1.79M	Hold	21,222	–	–	0.47%	54
2014 Q2	$1.72M	Sell	21,222 -624	-3%	-$49.1K	0.44%	58
2014 Q1	$1.66M	Buy	21,846 +1,010	+5%	+$73.6K	0.45%	57
2013 Q4	$1.5M	Sell	20,836 -732	-3%	-$50.9K	0.41%	61
2013 Q3	$1.48M	Sell	21,568 -791	-4%	-$52.3K	0.42%	59
2013 Q2	$1.42M	Buy	+22,359	New	+$1.45M	0.4%	59

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

Connable Office Inc's NVS Position: Q2 2026 in Review

Connable Office Inc increased its Novartis (NVS) stake by 40% in Q2 2026, buying an estimated $382K and bringing the position to 8,946 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #82.

Connable Office Inc first reported a position in NVS in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.46M in Q3 2016. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Connable Office Inc held 8,946 shares of Novartis worth $1.4M as of Q2 2026.
Connable Office Inc bought 2,545 Novartis shares in Q2 2026, an estimated $382K.
Novartis made up 0.12% of Connable Office Inc's portfolio in Q2 2026, its #82 holding.
Connable Office Inc first reported a position in Novartis in Q2 2013 and has held it in 18 quarters since.
Connable Office Inc's Novartis position peaked at $3.46M in Q3 2016.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Connable Office Inc's 13F filing for Q2 2026, filed 3 Aug 2026.