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CSM Advisors’s Novartis NVS Stock Holding History

CSM Advisors’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 		$1.75M Sell
11,160
-1,315
-11% -$197K 0.04% 315
2026
Q1 		$1.91M Sell
12,475
-372
-3% -$57K 0.05% 309
2025
Q4 		$1.77M Buy
+12,847
New +$1.68M 0.05% 291

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

CSM Advisors's NVS Position: Q2 2026 in Review

CSM Advisors reduced its Novartis (NVS) stake by 11% in Q2 2026, selling an estimated $197K and leaving 11,160 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #315.

CSM Advisors first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • CSM Advisors held 11,160 shares of Novartis worth $1.75M as of Q2 2026.
  • CSM Advisors sold 1,315 Novartis shares in Q2 2026, an estimated $197K.
  • Novartis made up 0.04% of CSM Advisors's portfolio in Q2 2026, its #315 holding.
  • CSM Advisors first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • CSM Advisors's Novartis position peaked at $1.91M in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.