EH
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Equitable Holdings’s Novartis NVS Stock Holding History

Equitable Holdings’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 		$1.83M Sell
11,702
-14,872
-56% -$2.23M 0.01% 769
2026
Q1 		$3.97M Buy
26,574
+23,071
+659% +$3.54M 0.03% 519
2025
Q4 		$483K Sell
3,503
-326
-9% -$42.7K ﹤0.01% 1125
2025
Q3 		$491K Buy
3,829
+212
+6% +$25.9K ﹤0.01% 1081
2025
Q2 		$438K Buy
3,617
+260
+8% +$29.3K ﹤0.01% 1049
2025
Q1 		$374K Sell
3,357
-401
-11% -$42.7K ﹤0.01% 1019
2024
Q4 		$366K Buy
3,758
+239
+7% +$25.5K ﹤0.01% 975
2024
Q3 		$405K Buy
3,519
+199
+6% +$22.6K ﹤0.01% 933
2024
Q2 		$353K Buy
3,320
+308
+10% +$30.9K ﹤0.01% 944
2024
Q1 		$291K Sell
3,012
-155
-5% -$15.9K ﹤0.01% 967
2023
Q4 		$320K Sell
3,167
-5
-0.2% -$483 ﹤0.01% 927
2023
Q3 		$323K Buy
3,172
+172
+6% +$17.5K ﹤0.01% 849
2023
Q2 		$303K Sell
3,000
-3
-0.1% -$300 ﹤0.01% 843
2023
Q1 		$276K Buy
+3,003
New +$262K ﹤0.01% 824
2020
Q2 		– Sell
-2,802
Closed -$231K – 646
2020
Q1 		$231K Buy
2,802
+108
+4% +$9.64K 0.01% 512
2019
Q4 		$255K Buy
+2,694
New +$242K 0.01% 532

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

Equitable Holdings's NVS Position: Q2 2026 in Review

Equitable Holdings reduced its Novartis (NVS) stake by 56% in Q2 2026, selling an estimated $2.23M and leaving 11,702 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #769.

Equitable Holdings first reported a position in NVS in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.97M in Q1 2026. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Equitable Holdings held 11,702 shares of Novartis worth $1.83M as of Q2 2026.
  • Equitable Holdings sold 14,872 Novartis shares in Q2 2026, an estimated $2.23M.
  • Novartis made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #769 holding.
  • Equitable Holdings first reported a position in Novartis in Q4 2019 and has held it in 16 quarters since.
  • Equitable Holdings's Novartis position peaked at $3.97M in Q1 2026.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.