Epoch Investment Partners’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 | – | Sell |
-1,525
| Closed | -$233K | – | 236 |
|
|
2026
Q1 | $233K | Buy |
+1,525
| New | +$234K | ﹤0.01% | 232 |
|
|
2024
Q4 | – | Sell |
-8,352
| Closed | -$961K | – | 359 |
|
|
2024
Q3 | $961K | Sell |
8,352
-39
| -0.5% | -$4.42K | ﹤0.01% | 303 |
|
|
2024
Q2 | $893K | Sell |
8,391
-45
| -0.5% | -$4.52K | ﹤0.01% | 316 |
|
|
2024
Q1 | $816K | Sell |
8,436
-24
| -0.3% | -$2.46K | ﹤0.01% | 344 |
|
|
2023
Q4 | $854K | Buy |
8,460
+811
| +11% | +$78.3K | ﹤0.01% | 348 |
|
|
2023
Q3 | $779K | Sell |
7,649
-281
| -4% | -$28.5K | 0.01% | 360 |
|
|
2023
Q2 | $800K | Sell |
7,930
-855
| -10% | -$85.5K | ﹤0.01% | 378 |
|
|
2023
Q1 | $808K | Sell |
8,785
-286
| -3% | -$25K | ﹤0.01% | 370 |
|
|
2022
Q4 | $823K | Sell |
9,071
-210
| -2% | -$17.7K | ﹤0.01% | 355 |
|
|
2022
Q3 | $705K | Buy |
9,281
+111
| +1% | +$9.2K | ﹤0.01% | 368 |
|
|
2022
Q2 | $775K | Buy |
9,170
+754
| +9% | +$66.2K | ﹤0.01% | 368 |
|
|
2022
Q1 | $738K | Buy |
8,416
+5,140
| +157% | +$445K | ﹤0.01% | 381 |
|
|
2021
Q4 | $287K | Buy |
+3,276
| New | +$272K | ﹤0.01% | 337 |
|
|
2021
Q3 | – | Sell |
-2,276
| Closed | -$208K | – | 358 |
|
|
2021
Q2 | $208K | Sell |
2,276
-98
| -4% | -$8.73K | ﹤0.01% | 340 |
|
|
2021
Q1 | $203K | Buy |
2,374
+149
| +7% | +$13.4K | ﹤0.01% | 323 |
|
|
2020
Q4 | $210K | Buy |
+2,225
| New | +$194K | ﹤0.01% | 324 |
|
|
2020
Q3 | – | Sell |
-3,500
| Closed | -$306K | – | 305 |
|
|
2020
Q2 | $306K | Sell |
3,500
-391
| -10% | -$33.8K | ﹤0.01% | 278 |
|
|
2020
Q1 | $321K | Sell |
3,891
-634
| -14% | -$56.6K | ﹤0.01% | 259 |
|
|
2019
Q4 | $428K | Sell |
4,525
-768
| -15% | -$68.9K | ﹤0.01% | 280 |
|
|
2019
Q3 | $460K | Sell |
5,293
-211
| -4% | -$18.9K | ﹤0.01% | 261 |
|
|
2019
Q2 | $503K | Sell |
5,504
-450
| -8% | -$38.1K | ﹤0.01% | 267 |
|
|
2019
Q1 | $513K | Sell |
5,954
-386
| -6% | -$31K | ﹤0.01% | 289 |
|
|
2018
Q4 | $487K | Sell |
6,340
-310
| -5% | -$24.1K | ﹤0.01% | 284 |
|
|
2018
Q3 | $513K | Sell |
6,650
-887
| -12% | -$65.6K | ﹤0.01% | 292 |
|
|
2018
Q2 | $510K | Sell |
7,537
-962
| -11% | -$66.4K | ﹤0.01% | 301 |
|
|
2018
Q1 | $616K | Sell |
8,499
-57
| -0.7% | -$4.34K | ﹤0.01% | 295 |
|
|
2017
Q4 | $644K | Sell |
8,556
-122
| -1% | -$9.21K | ﹤0.01% | 290 |
|
|
2017
Q3 | $668K | Sell |
8,678
-8
| -0.1% | -$604 | ﹤0.01% | 289 |
|
|
2017
Q2 | $650K | Sell |
8,686
-522
| -6% | -$37K | ﹤0.01% | 286 |
|
|
2017
Q1 | $613K | Buy |
9,208
+2,672
| +41% | +$178K | ﹤0.01% | 302 |
|
|
2016
Q4 | $427K | Sell |
6,536
-14,802
| -69% | -$960K | ﹤0.01% | 282 |
|
|
2016
Q3 | $1.51M | Buy |
21,338
+9,199
| +76% | +$670K | 0.01% | 263 |
|
|
2016
Q2 | $897K | Sell |
12,139
-9,779
| -45% | -$676K | ﹤0.01% | 268 |
|
|
2016
Q1 | $1.42M | Sell |
21,918
-6,892
| -24% | -$469K | 0.01% | 238 |
|
|
2015
Q4 | $2.22M | Buy |
28,810
+6,419
| +29% | +$510K | 0.01% | 216 |
|
|
2015
Q3 | $1.84M | Buy |
+22,391
| New | +$1.99M | 0.01% | 206 |
|
|
2015
Q2 | – | Sell |
-10,502
| Closed | -$928K | – | 273 |
|
|
2015
Q1 | $928K | Sell |
10,502
-28,970
| -73% | -$2.57M | ﹤0.01% | 231 |
|
|
2014
Q4 | $3.28M | Sell |
39,472
-1,123
| -3% | -$93.1K | 0.01% | 213 |
|
|
2014
Q3 | $3.42M | Buy |
40,595
+2,109
| +5% | +$171K | 0.01% | 227 |
|
|
2014
Q2 | $3.12M | Buy |
38,486
+1,317
| +4% | +$104K | 0.01% | 231 |
|
|
2014
Q1 | $2.83M | Buy |
+37,169
| New | +$2.71M | 0.01% | 236 |
|
|
2013
Q4 | – | Sell |
-34,528
| Closed | -$2.37M | – | 269 |
|
|
2013
Q3 | $2.37M | Buy |
34,528
+1,888
| +6% | +$125K | 0.01% | 239 |
|
|
2013
Q2 | $2.07M | Buy |
+32,640
| New | +$2.12M | 0.01% | 234 |
|
Other funds holding NVS
Epoch Investment Partners's NVS Position: Q2 2026 in Review
Epoch Investment Partners sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,525 shares — an estimated $233K sold.
Epoch Investment Partners first reported a position in NVS in Q2 2013 and held it in 43 quarters. The position peaked at $3.42M in Q3 2014. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Epoch Investment Partners reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
- Epoch Investment Partners sold 1,525 Novartis shares in Q2 2026, an estimated $233K.
- Epoch Investment Partners first reported a position in Novartis in Q2 2013 and held it in 43 quarters.
- Epoch Investment Partners's Novartis position peaked at $3.42M in Q3 2014.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.