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F.L. Putnam Investment Management’s Novartis NVS Stock Holding History

F.L. Putnam Investment Management’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 		$1.27M Sell
8,090
-1,847
-19% -$277K 0.02% 341
2026
Q1 		$1.52M Sell
9,937
-1,080
-10% -$166K 0.02% 285
2025
Q4 		$1.52M Sell
11,017
-1,182
-10% -$155K 0.02% 283
2025
Q3 		$1.56M Sell
12,199
-642
-5% -$78.3K 0.02% 281
2025
Q2 		$1.55M Buy
12,841
+2,262
+21% +$255K 0.03% 274
2025
Q1 		$1.18M Sell
10,579
-112
-1% -$11.9K 0.02% 304
2024
Q4 		$1.04M Sell
10,691
-616
-5% -$65.7K 0.02% 308
2024
Q3 		$1.3M Sell
11,307
-395
-3% -$44.8K 0.02% 297
2024
Q2 		$1.25M Buy
11,702
+304
+3% +$30.5K 0.02% 296
2024
Q1 		$1.1M Buy
11,398
+2,472
+28% +$253K 0.02% 250
2023
Q4 		$901K Buy
8,926
+91
+1% +$8.78K 0.02% 269
2023
Q3 		$900K Buy
8,835
+513
+6% +$52.1K 0.02% 274
2023
Q2 		$840K Buy
8,322
+2,606
+46% +$261K 0.02% 293
2023
Q1 		$526K Buy
+5,716
New +$499K 0.02% 295
2017
Q1 		– Sell
-6,496
Closed -$424K – 212
2016
Q4 		$424K Sell
6,496
-1,146
-15% -$74.3K 0.05% 161
2016
Q3 		$541K Buy
7,642
+454
+6% +$33.1K 0.06% 137
2016
Q2 		$531K Sell
7,188
-40,673
-85% -$2.81M 0.06% 128
2016
Q1 		$3.11M Sell
47,861
-17,567
-27% -$1.2M 0.37% 70
2015
Q4 		$5.04M Buy
65,428
+4,040
+7% +$321K 0.59% 60
2015
Q3 		$5.06M Sell
61,388
-457
-0.7% -$40.7K 0.63% 55
2015
Q2 		$5.45M Buy
61,845
+914
+2% +$83.8K 0.61% 57
2015
Q1 		$5.38M Sell
60,931
-5,200
-8% -$461K 0.6% 59
2014
Q4 		$5.49M Buy
66,131
+202
+0.3% +$16.7K 0.64% 55
2014
Q3 		$5.56M Buy
65,929
+1,109
+2% +$89.7K 0.65% 57
2014
Q2 		$5.26M Sell
64,820
-8,736
-12% -$687K 0.61% 58
2014
Q1 		$5.6M Buy
73,556
+1,023
+1% +$74.5K 0.67% 51
2013
Q4 		$5.22M Sell
72,533
-5,448
-7% -$379K 0.63% 57
2013
Q3 		$5.36M Sell
77,981
-7,650
-9% -$506K 0.71% 50
2013
Q2 		$5.43M Buy
+85,631
New +$5.57M 0.78% 48

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

F.L. Putnam Investment Management's NVS Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Novartis (NVS) stake by 19% in Q2 2026, selling an estimated $277K and leaving 8,090 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #341.

F.L. Putnam Investment Management first reported a position in NVS in Q2 2013 and has held it in 29 quarters since. The position peaked at $5.6M in Q1 2014. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • F.L. Putnam Investment Management held 8,090 shares of Novartis worth $1.27M as of Q2 2026.
  • F.L. Putnam Investment Management sold 1,847 Novartis shares in Q2 2026, an estimated $277K.
  • Novartis made up 0.02% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #341 holding.
  • F.L. Putnam Investment Management first reported a position in Novartis in Q2 2013 and has held it in 29 quarters since.
  • F.L. Putnam Investment Management's Novartis position peaked at $5.6M in Q1 2014.
  • 1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.