Envestnet Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $365M | Buy |
2,330,979
+19,595
| +0.8% | +$2.94M | 0.09% | 204 |
|
|
2026
Q1 | $353M | Buy |
2,311,384
+529,186
| +30% | +$81.1M | 0.09% | 192 |
|
|
2025
Q4 | $246M | Sell |
1,782,198
-37,062
| -2% | -$4.85M | 0.07% | 249 |
|
|
2025
Q3 | $233M | Buy |
1,819,260
+82,369
| +5% | +$10.1M | 0.07% | 269 |
|
|
2025
Q2 | $210M | Buy |
1,736,891
+128,302
| +8% | +$14.5M | 0.06% | 293 |
|
|
2025
Q1 | $179M | Sell |
1,608,589
-330,142
| -17% | -$35.1M | 0.06% | 318 |
|
|
2024
Q4 | $189M | Sell |
1,938,731
-14,966
| -0.8% | -$1.6M | 0.06% | 299 |
|
|
2024
Q3 | $225M | Buy |
1,953,697
+24,844
| +1% | +$2.82M | 0.07% | 245 |
|
|
2024
Q2 | $205M | Sell |
1,928,853
-24,199
| -1% | -$2.43M | 0.07% | 251 |
|
|
2024
Q1 | $189M | Sell |
1,953,052
-79,078
| -4% | -$8.11M | 0.07% | 266 |
|
|
2023
Q4 | $205M | Sell |
2,032,130
-17,771
| -0.9% | -$1.72M | 0.08% | 224 |
|
|
2023
Q3 | $209M | Buy |
2,049,901
+686,847
| +50% | +$69.7M | 0.1% | 198 |
|
|
2023
Q2 | $138M | Sell |
1,363,054
-7,098,392
| -84% | -$710M | 0.06% | 268 |
|
|
2023
Q1 | $113M | Buy |
8,461,446
+7,085,365
| +515% | +$619M | 0.05% | 302 |
|
|
2022
Q4 | $125M | Buy |
1,376,081
+13,487
| +1% | +$1.14M | 0.06% | 263 |
|
|
2022
Q3 | $104M | Buy |
1,362,594
+105,955
| +8% | +$8.78M | 0.06% | 277 |
|
|
2022
Q2 | $106M | Buy |
1,256,639
+51,511
| +4% | +$4.52M | 0.06% | 269 |
|
|
2022
Q1 | $106M | Buy |
1,205,128
+150,297
| +14% | +$13M | 0.05% | 305 |
|
|
2021
Q4 | $92.3M | Sell |
1,054,831
-16,059
| -1% | -$1.33M | 0.05% | 331 |
|
|
2021
Q3 | $87.6M | Buy |
1,070,890
+35,192
| +3% | +$3.17M | 0.05% | 321 |
|
|
2021
Q2 | $94.5M | Buy |
1,035,698
+77,686
| +8% | +$6.92M | 0.05% | 294 |
|
|
2021
Q1 | $81.9M | Buy |
958,012
+96,024
| +11% | +$8.62M | 0.05% | 292 |
|
|
2020
Q4 | $81.4M | Buy |
861,988
+23,536
| +3% | +$2.06M | 0.06% | 239 |
|
|
2020
Q3 | $72.9M | Sell |
838,452
-46,687
| -5% | -$4.04M | 0.06% | 228 |
|
|
2020
Q2 | $77.3M | Buy |
885,139
+96,460
| +12% | +$8.33M | 0.08% | 207 |
|
|
2020
Q1 | $65M | Buy |
788,679
+100,310
| +15% | +$8.95M | 0.08% | 201 |
|
|
2019
Q4 | $65.2M | Buy |
688,369
+60,658
| +10% | +$5.44M | 0.07% | 224 |
|
|
2019
Q3 | $54.5M | Buy |
627,711
+85,936
| +16% | +$7.72M | 0.06% | 247 |
|
|
2019
Q2 | $49.5M | Sell |
541,775
-88,813
| -14% | -$7.52M | 0.06% | 230 |
|
|
2019
Q1 | $54.3M | Buy |
630,588
+35,966
| +6% | +$2.89M | 0.07% | 196 |
|
|
2018
Q4 | $45.7M | Buy |
594,622
+518,939
| +686% | +$40.4M | 0.07% | 196 |
|
|
2018
Q3 | $5.84M | Sell |
75,683
-124,241
| -62% | -$9.18M | 0.01% | 382 |
|
|
2018
Q2 | $13.5M | Buy |
199,924
+66,732
| +50% | +$4.61M | 0.03% | 263 |
|
|
2018
Q1 | $9.62M | Sell |
133,192
-561,900
| -81% | -$42.8M | 0.03% | 235 |
|
|
2017
Q4 | $52.3M | Buy |
695,092
+1,893
| +0.3% | +$143K | 0.12% | 99 |
|
|
2017
Q3 | $53.3M | Buy |
693,199
+21,990
| +3% | +$1.66M | 0.13% | 90 |
|
|
2017
Q2 | $50.2M | Sell |
671,209
-5,946
| -0.9% | -$421K | 0.14% | 94 |
|
|
2017
Q1 | $45.1M | Buy |
677,155
+60,414
| +10% | +$4.03M | 0.14% | 96 |
|
|
2016
Q4 | $40.3M | Buy |
616,741
+62,808
| +11% | +$4.07M | 0.15% | 102 |
|
|
2016
Q3 | $39.2M | Sell |
553,933
-23,056
| -4% | -$1.68M | 0.15% | 107 |
|
|
2016
Q2 | $42.7M | Buy |
576,989
+27,872
| +5% | +$1.93M | 0.17% | 97 |
|
|
2016
Q1 | $35.6M | Sell |
549,117
-42,263
| -7% | -$2.88M | 0.15% | 113 |
|
|
2015
Q4 | $45.6M | Sell |
591,380
-554
| -0.1% | -$44K | 0.21% | 85 |
|
|
2015
Q3 | $48.8M | Sell |
591,934
-5,798
| -1% | -$516K | 0.24% | 69 |
|
|
2015
Q2 | $52.7M | Buy |
597,732
+29,563
| +5% | +$2.71M | 0.25% | 73 |
|
|
2015
Q1 | $50.2M | Buy |
568,169
+515,115
| +971% | +$45.7M | 0.26% | 79 |
|
|
2014
Q4 | $4.41M | Buy |
53,054
+6,758
| +15% | +$560K | 0.04% | 236 |
|
|
2014
Q3 | $3.9M | Buy |
46,296
+13,247
| +40% | +$1.07M | 0.04% | 274 |
|
|
2014
Q2 | $2.68M | Buy |
33,049
+13,906
| +73% | +$1.09M | 0.03% | 321 |
|
|
2014
Q1 | $1.46M | Sell |
19,143
-45,122
| -70% | -$3.29M | 0.02% | 367 |
|
|
2013
Q4 | $4.63M | Buy |
64,265
+4,716
| +8% | +$328K | 0.05% | 203 |
|
|
2013
Q3 | $4.09M | Buy |
59,549
+4,445
| +8% | +$294K | 0.05% | 204 |
|
|
2013
Q2 | $3.49M | Buy |
+55,104
| New | +$3.59M | 0.05% | 209 |
|
Other funds holding NVS
Envestnet Asset Management's NVS Position: Q2 2026 in Review
Envestnet Asset Management increased its Novartis (NVS) stake by 0.85% in Q2 2026, buying an estimated $2.94M and bringing the position to 2,330,979 shares worth $365M. The position accounts for 0.09% of the portfolio, ranked #204.
Envestnet Asset Management first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Envestnet Asset Management held 2,330,979 shares of Novartis worth $365M as of Q2 2026.
- Envestnet Asset Management bought 19,595 Novartis shares in Q2 2026, an estimated $2.94M.
- Novartis made up 0.09% of Envestnet Asset Management's portfolio in Q2 2026, its #204 holding.
- Envestnet Asset Management first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.