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Essential Partners’s Novartis NVS Stock Holding History

Essential Partners’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 		$50.1K Sell
320
-54
-14% -$8.1K 0.02% 618
2026
Q1 		$57.1K Buy
374
+54
+17% +$8.28K 0.02% 568
2025
Q4 		$44.1K Buy
320
+155
+94% +$20.3K 0.01% 642
2025
Q3 		$21.2K Buy
+165
New +$20.1K 0.01% 873

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

Essential Partners's NVS Position: Q2 2026 in Review

Essential Partners reduced its Novartis (NVS) stake by 14% in Q2 2026, selling an estimated $8.1K and leaving 320 shares worth $50.1K. The position accounts for 0.02% of the portfolio, ranked #618.

Essential Partners first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.1K in Q1 2026. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Essential Partners held 320 shares of Novartis worth $50.1K as of Q2 2026.
  • Essential Partners sold 54 Novartis shares in Q2 2026, an estimated $8.1K.
  • Novartis made up 0.02% of Essential Partners's portfolio in Q2 2026, its #618 holding.
  • Essential Partners first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Novartis position peaked at $57.1K in Q1 2026.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.