Financial Engines Advisors’s Novartis NVS Stock Holding History

Financial Engines Advisors’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	$1.05M	Sell	6,697 -75	-1%	-$11.2K	﹤0.01%	314
2026 Q1	$1.03M	Buy	6,772 +98	+1%	+$15K	﹤0.01%	299
2025 Q4	$920K	Sell	6,674 -18	-0.3%	-$2.36K	﹤0.01%	322
2025 Q3	$858K	Sell	6,692 -9	-0.1%	-$1.1K	﹤0.01%	323
2025 Q2	$811K	Buy	6,701 +3,019	+82%	+$340K	﹤0.01%	319
2025 Q1	$411K	Buy	3,682 +42	+1%	+$4.47K	﹤0.01%	340
2024 Q4	$354K	Buy	+3,640	New	+$388K	﹤0.01%	362
2021 Q2	–	Sell	-2,709	Closed	-$232K	–	243
2021 Q1	$232K	Buy	2,709 +585	+28%	+$52.5K	﹤0.01%	245
2020 Q4	$201K	Buy	+2,124	New	+$186K	﹤0.01%	250

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Engines Advisors's NVS Position: Q2 2026 in Review

Financial Engines Advisors reduced its Novartis (NVS) stake by 1.1% in Q2 2026, selling an estimated $11.2K and leaving 6,697 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Financial Engines Advisors first reported a position in NVS in Q4 2020 and has held it in 9 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Financial Engines Advisors held 6,697 shares of Novartis worth $1.05M as of Q2 2026.
Financial Engines Advisors sold 75 Novartis shares in Q2 2026, an estimated $11.2K.
Novartis made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #314 holding.
Financial Engines Advisors first reported a position in Novartis in Q4 2020 and has held it in 9 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.