Corient IA’s Novartis NVS Stock Holding History

Corient IA’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	$161K	Sell	1,030 -2,000	-66%	-$300K	0.15%	185
2026 Q1	$463K	Hold	3,030	–	–	0.44%	70
2025 Q4	$418K	Sell	3,030 -1,970	-39%	-$258K	0.39%	99
2025 Q3	$641K	Hold	5,000	–	–	0.48%	60
2025 Q2	$605K	Hold	5,000	–	–	0.36%	90
2025 Q1	$557K	Buy	+5,000	New	+$532K	0.4%	85

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

Corient IA's NVS Position: Q2 2026 in Review

Corient IA reduced its Novartis (NVS) stake by 66% in Q2 2026, selling an estimated $300K and leaving 1,030 shares worth $161K. The position accounts for 0.15% of the portfolio, ranked #185.

Corient IA first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $641K in Q3 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Corient IA held 1,030 shares of Novartis worth $161K as of Q2 2026.
Corient IA sold 2,000 Novartis shares in Q2 2026, an estimated $300K.
Novartis made up 0.15% of Corient IA's portfolio in Q2 2026, its #185 holding.
Corient IA first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
Corient IA's Novartis position peaked at $641K in Q3 2025.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.