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Cullen Investment Group’s Novartis NVS Stock Holding History

Cullen Investment Group’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 		$8.7M Buy
55,534
+5,229
+10% +$784K 1.05% 29
2026
Q1 		$7.68M Buy
50,305
+17,408
+53% +$2.67M 1.01% 28
2025
Q4 		$4.66M Buy
32,897
+28,338
+622% +$3.71M 0.6% 45
2025
Q3 		$604K Sell
4,559
-377
-8% -$46K 0.08% 120
2025
Q2 		$597K Sell
4,936
-465
-9% -$52.4K 0.08% 122
2025
Q1 		$602K Sell
5,401
-210
-4% -$22.4K 0.09% 132
2024
Q4 		$546K Sell
5,611
-244
-4% -$26K 0.08% 135
2024
Q3 		$673K Hold
5,855
– – 0.1% 125
2024
Q2 		$623K Sell
5,855
-100
-2% -$10K 0.1% 127
2024
Q1 		$562K Buy
5,955
+33
+0.6% +$3.38K 0.09% 131
2023
Q4 		$598K Buy
+5,922
New +$572K 0.1% 127

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

Cullen Investment Group's NVS Position: Q2 2026 in Review

Cullen Investment Group increased its Novartis (NVS) stake by 10% in Q2 2026, buying an estimated $784K and bringing the position to 55,534 shares worth $8.7M. The position accounts for 1.05% of the portfolio, ranked #29.

Cullen Investment Group first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cullen Investment Group held 55,534 shares of Novartis worth $8.7M as of Q2 2026.
  • Cullen Investment Group bought 5,229 Novartis shares in Q2 2026, an estimated $784K.
  • Novartis made up 1.05% of Cullen Investment Group's portfolio in Q2 2026, its #29 holding.
  • Cullen Investment Group first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.