Engineers Gate Manager’s Novartis NVS Stock Holding History

Engineers Gate Manager’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	$4.53M	Buy	+28,899	New	+$4.33M	0.06%	368
2026 Q1	–	Sell	-1,475	Closed	-$203K	–	2441
2025 Q4	$203K	Sell	1,475 -8,879	-86%	-$1.16M	﹤0.01%	1801
2025 Q3	$1.33M	Sell	10,354 -756	-7%	-$92.2K	0.02%	1007
2025 Q2	$1.34M	Buy	11,110 +1,351	+14%	+$152K	0.02%	960
2025 Q1	$1.09M	Sell	9,759 -20,151	-67%	-$2.15M	0.02%	1020
2024 Q4	$2.91M	Buy	29,910 +23,983	+405%	+$2.56M	0.05%	468
2024 Q3	$682K	Sell	5,927 -6,721	-53%	-$763K	0.01%	1226
2024 Q2	$1.35M	Sell	12,648 -26,032	-67%	-$2.61M	0.03%	748
2024 Q1	$3.74M	Buy	38,680 +25,702	+198%	+$2.64M	0.1%	270
2023 Q4	$1.31M	Buy	12,978 +8,820	+212%	+$851K	0.04%	650
2023 Q3	$424K	Sell	4,158 -7,498	-64%	-$761K	0.02%	1144
2023 Q2	$1.18M	Buy	+11,656	New	+$1.17M	0.04%	595
2022 Q4	–	Sell	-5,328	Closed	-$405K	–	1925
2022 Q3	$405K	Sell	5,328 -4,272	-45%	-$354K	0.03%	937
2022 Q2	$811K	Buy	+9,600	New	+$842K	0.03%	836
2020 Q2	–	Sell	-2,750	Closed	-$227K	–	1897
2020 Q1	$227K	Sell	2,750 -790	-22%	-$70.5K	0.02%	1193
2019 Q4	$335K	Buy	+3,540	New	+$318K	0.01%	1203

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

Engineers Gate Manager's NVS Position: Q2 2026 in Review

Engineers Gate Manager opened a new position in Novartis (NVS) in Q2 2026: 28,899 shares worth $4.53M. The stake represents 0.06% of the portfolio and ranks #368 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in NVS as recently as Q4 2025.

Engineers Gate Manager first reported a position in NVS in Q4 2019 and has held it in 16 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Engineers Gate Manager held 28,899 shares of Novartis worth $4.53M as of Q2 2026.
Novartis was a new Engineers Gate Manager position in Q2 2026.
Novartis made up 0.06% of Engineers Gate Manager's portfolio in Q2 2026, its #368 holding.
Engineers Gate Manager first reported a position in Novartis in Q4 2019 and has held it in 16 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.