CRC
NVS icon

Curi RMB Capital’s Novartis NVS Stock Holding History

Curi RMB Capital’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 		$17.9M Buy
114,209
+68,768
+151% +$10.3M 0.28% 107
2026
Q1 		$6.94M Sell
45,441
-20,872
-31% -$3.2M 0.12% 181
2025
Q4 		$9.14M Buy
66,313
+23,465
+55% +$3.07M 0.16% 155
2025
Q3 		$5.49M Sell
42,848
-17,374
-29% -$2.12M 0.1% 207
2025
Q2 		$7.29M Buy
60,222
+4,372
+8% +$493K 0.14% 182
2025
Q1 		$6.23M Buy
+55,850
New +$5.95M 0.15% 175
2022
Q3 		– Sell
-2,629
Closed -$222K – 477
2022
Q2 		$222K Buy
+2,629
New +$231K 0.01% 447
2019
Q4 		– Sell
-54,955
Closed -$4.78M – 719
2019
Q3 		$4.78M Buy
54,955
+52,708
+2,346% +$4.73M 0.13% 174
2019
Q2 		$206K Sell
2,247
-388
-15% -$32.8K 0.01% 699
2019
Q1 		$227K Buy
+2,635
New +$212K 0.01% 718
2018
Q3 		– Sell
-2,957
Closed -$200K – 937
2018
Q2 		$200K Buy
+2,957
New +$204K ﹤0.01% 830
2016
Q4 		– Sell
-9,436
Closed -$668K – 530
2016
Q3 		$668K Sell
9,436
-13,368
-59% -$974K 0.04% 283
2016
Q2 		$1.69M Sell
22,804
-6,581
-22% -$455K 0.09% 187
2016
Q1 		$1.91M Buy
29,385
+415
+1% +$28.2K 0.12% 178
2015
Q4 		$2.23M Sell
28,970
-8,688
-23% -$690K 0.1% 154
2015
Q3 		$3.1M Sell
37,658
-1,175
-3% -$105K 0.21% 117
2015
Q2 		$3.42M Sell
38,833
-5,284
-12% -$485K 0.22% 109
2015
Q1 		$3.9M Sell
44,117
-7,480
-14% -$663K 0.23% 107
2014
Q4 		$4.28M Sell
51,597
-7,279
-12% -$603K 0.26% 95
2014
Q3 		$4.97M Sell
58,876
-9,619
-14% -$778K 0.3% 84
2014
Q2 		$5.56M Sell
68,495
-15,242
-18% -$1.2M 0.35% 71
2014
Q1 		$6.38M Sell
83,737
-13,313
-14% -$970K 0.44% 66
2013
Q4 		$6.99M Sell
97,050
-31,214
-24% -$2.17M 0.48% 63
2013
Q3 		$8.82M Sell
128,264
-14,987
-10% -$992K 0.63% 56
2013
Q2 		$9.08M Buy
+143,251
New +$9.32M 0.69% 51

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

Curi RMB Capital's NVS Position: Q2 2026 in Review

Curi RMB Capital increased its Novartis (NVS) stake by 151% in Q2 2026, buying an estimated $10.3M and bringing the position to 114,209 shares worth $17.9M. The position accounts for 0.28% of the portfolio, ranked #107.

Curi RMB Capital first reported a position in NVS in Q2 2013 and has held it in 25 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Curi RMB Capital held 114,209 shares of Novartis worth $17.9M as of Q2 2026.
  • Curi RMB Capital bought 68,768 Novartis shares in Q2 2026, an estimated $10.3M.
  • Novartis made up 0.28% of Curi RMB Capital's portfolio in Q2 2026, its #107 holding.
  • Curi RMB Capital first reported a position in Novartis in Q2 2013 and has held it in 25 quarters since.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.