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Empowered Funds’s Novartis NVS Stock Holding History

Empowered Funds’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 		$10.1M Sell
64,224
-4,630
-7% -$694K 0.05% 413
2026
Q1 		$10.5M Buy
68,854
+8,329
+14% +$1.28M 0.07% 367
2025
Q4 		$8.34M Sell
60,525
-6,852
-10% -$897K 0.14% 168
2025
Q3 		$8.64M Buy
67,377
+2,542
+4% +$310K 0.09% 281
2025
Q2 		$7.85M Buy
64,835
+49,010
+310% +$5.52M 0.09% 280
2025
Q1 		$1.76M Buy
+15,825
New +$1.68M 0.03% 799

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

Empowered Funds's NVS Position: Q2 2026 in Review

Empowered Funds reduced its Novartis (NVS) stake by 6.7% in Q2 2026, selling an estimated $694K and leaving 64,224 shares worth $10.1M. The position accounts for 0.05% of the portfolio, ranked #413.

Empowered Funds first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.5M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Empowered Funds held 64,224 shares of Novartis worth $10.1M as of Q2 2026.
  • Empowered Funds sold 4,630 Novartis shares in Q2 2026, an estimated $694K.
  • Novartis made up 0.05% of Empowered Funds's portfolio in Q2 2026, its #413 holding.
  • Empowered Funds first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • Empowered Funds's Novartis position peaked at $10.5M in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.