Delphi Management’s Novartis NVS Stock Holding History

Delphi Management’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	$1.25M	Sell	7,982 -6	-0.1%	-$899	1.22%	51
2026 Q1	$1.22M	Sell	7,988 -3,735	-32%	-$573K	1.46%	22
2025 Q4	$1.62M	Sell	11,723 -341	-3%	-$44.7K	1.57%	7
2025 Q3	$1.55M	Sell	12,064 -83	-0.7%	-$10.1K	1.44%	18
2025 Q2	$1.47M	Sell	12,147 -1,152	-9%	-$130K	1.42%	20
2025 Q1	$1.48M	Sell	13,299 -1,010	-7%	-$108K	1.51%	12
2024 Q4	$1.39M	Buy	14,309 +1,128	+9%	+$120K	1.35%	41
2024 Q3	$1.52M	Sell	13,181 -3,701	-22%	-$420K	1.38%	29
2024 Q2	$1.8M	Buy	16,882 +403	+2%	+$40.5K	1.47%	22
2024 Q1	$1.59M	Buy	16,479 +1,329	+9%	+$136K	1.24%	54
2023 Q4	$1.53M	Buy	15,150 +1,793	+13%	+$173K	1.41%	28
2023 Q3	$1.36M	Buy	13,357 +636	+5%	+$64.6K	1.39%	20
2023 Q2	$1.28M	Buy	+12,721	New	+$1.27M	1.33%	36
2022 Q4	$1.35M	Buy	+14,858	New	+$1.25M	1.63%	14
2021 Q4	$1.47M	Buy	16,787 +3,314	+25%	+$275K	1.38%	23
2021 Q3	$1.1M	Buy	13,473 +168	+1%	+$15.1K	1.13%	40
2021 Q2	$1.21M	Buy	13,305 +431	+3%	+$38.4K	1.16%	40
2021 Q1	$1.1M	Buy	+12,874	New	+$1.16M	1.17%	51

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

Delphi Management's NVS Position: Q2 2026 in Review

Delphi Management reduced its Novartis (NVS) stake by 0.08% in Q2 2026, selling an estimated $899 and leaving 7,982 shares worth $1.25M. The position accounts for 1.22% of the portfolio, ranked #51.

Delphi Management first reported a position in NVS in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.8M in Q2 2024. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Delphi Management held 7,982 shares of Novartis worth $1.25M as of Q2 2026.
Delphi Management sold 6 Novartis shares in Q2 2026, an estimated $899.
Novartis made up 1.22% of Delphi Management's portfolio in Q2 2026, its #51 holding.
Delphi Management first reported a position in Novartis in Q1 2021 and has held it in 18 quarters since.
Delphi Management's Novartis position peaked at $1.8M in Q2 2024.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Delphi Management's 13F filing for Q2 2026, filed 31 Jul 2026.