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EWA LLC’s Novartis NVS Stock Holding History

EWA LLC’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 		$437K Buy
2,790
+4
+0.1% +$600 0.08% 154
2026
Q1 		$426K Buy
2,786
+80
+3% +$12.3K 0.1% 122
2025
Q4 		$373K Buy
2,706
+152
+6% +$19.9K 0.09% 121
2025
Q3 		$328K Buy
2,554
+183
+8% +$22.3K 0.09% 116
2025
Q2 		$287K Buy
2,371
+161
+7% +$18.1K 0.09% 127
2025
Q1 		$246K Sell
2,210
-88
-4% -$9.37K 0.09% 119
2024
Q4 		$224K Buy
2,298
+40
+2% +$4.27K 0.08% 129
2024
Q3 		$233K Buy
2,258
+257
+13% +$29.2K 0.08% 126
2024
Q2 		$215K Buy
2,001
+5
+0.3% +$502 0.09% 118
2024
Q1 		$204K Buy
+1,996
New +$205K 0.09% 114

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

EWA LLC's NVS Position: Q2 2026 in Review

EWA LLC increased its Novartis (NVS) stake by 0.14% in Q2 2026, buying an estimated $600 and bringing the position to 2,790 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #154.

EWA LLC first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • EWA LLC held 2,790 shares of Novartis worth $437K as of Q2 2026.
  • EWA LLC bought 4 Novartis shares in Q2 2026, an estimated $600.
  • Novartis made up 0.08% of EWA LLC's portfolio in Q2 2026, its #154 holding.
  • EWA LLC first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.