Dorsey Wright & Associates’s Novartis NVS Stock Holding History

Dorsey Wright & Associates’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	$1.82M	Sell	11,585 -4,679	-29%	-$701K	0.31%	75
2026 Q1	$2.48M	Buy	+16,264	New	+$2.49M	0.31%	81
2025 Q1	–	Sell	-18,708	Closed	-$1.82M	–	141
2024 Q4	$1.82M	Sell	18,708 -1,910	-9%	-$204K	0.43%	94
2024 Q3	$2.37M	Buy	+20,618	New	+$2.34M	0.56%	81
2020 Q4	–	Sell	-33,287	Closed	-$2.9M	–	365
2020 Q3	$2.9M	Buy	33,287 +468	+1%	+$40.5K	0.52%	61
2020 Q2	$2.88M	Sell	32,819 -2,645	-7%	-$228K	0.59%	49
2020 Q1	$2.92M	Buy	35,464 +10,259	+41%	+$915K	1.11%	35
2019 Q4	$2.39M	Sell	25,205 -17,305	-41%	-$1.55M	0.79%	48
2019 Q3	$3.69M	Sell	42,510 -638	-1%	-$57.3K	0.93%	46
2019 Q2	$3.94M	Sell	43,148 -8,114	-16%	-$687K	0.96%	41
2019 Q1	$4.42M	Buy	+51,262	New	+$4.12M	1.07%	33

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

Dorsey Wright & Associates's NVS Position: Q2 2026 in Review

Dorsey Wright & Associates reduced its Novartis (NVS) stake by 29% in Q2 2026, selling an estimated $701K and leaving 11,585 shares worth $1.82M. The position accounts for 0.31% of the portfolio, ranked #75.

Dorsey Wright & Associates first reported a position in NVS in Q1 2019 and has held it in 11 quarters since. The position peaked at $4.42M in Q1 2019. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Dorsey Wright & Associates held 11,585 shares of Novartis worth $1.82M as of Q2 2026.
Dorsey Wright & Associates sold 4,679 Novartis shares in Q2 2026, an estimated $701K.
Novartis made up 0.31% of Dorsey Wright & Associates's portfolio in Q2 2026, its #75 holding.
Dorsey Wright & Associates first reported a position in Novartis in Q1 2019 and has held it in 11 quarters since.
Dorsey Wright & Associates's Novartis position peaked at $4.42M in Q1 2019.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.