Foresight Global Investors’s Novartis NVS Stock Holding History

Foresight Global Investors’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	$24.1M	Sell	153,693 -18,360	-11%	-$2.75M	14.6%	1
2026 Q1	$26.3M	Sell	172,053 -30	-0%	-$4.6K	17.06%	2
2025 Q4	$23.7M	Buy	172,083 +400	+0.2%	+$52.4K	11.17%	2
2025 Q3	$22M	Buy	171,683 +6,759	+4%	+$825K	13.07%	2
2025 Q2	$20M	Sell	164,924 -22,901	-12%	-$2.58M	14.17%	2
2025 Q1	$20.9M	Sell	187,825 -44,541	-19%	-$4.74M	14.72%	2
2024 Q4	$22.6M	Buy	232,366 +7,550	+3%	+$805K	16.52%	3
2024 Q3	$25.9M	Buy	224,816 +53,520	+31%	+$6.07M	14.03%	2
2024 Q2	$18.2M	Sell	171,296 -26,079	-13%	-$2.62M	8.77%	4
2024 Q1	$19.1M	Buy	197,375 +65,400	+50%	+$6.71M	9.4%	4
2023 Q4	$13.3M	Buy	131,975 +34,475	+35%	+$3.33M	7.64%	7
2023 Q3	$9.4M	Buy	+97,500	New	+$9.9M	5.23%	10

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

Foresight Global Investors's NVS Position: Q2 2026 in Review

Foresight Global Investors reduced its Novartis (NVS) stake by 11% in Q2 2026, selling an estimated $2.75M and leaving 153,693 shares worth $24.1M. The position accounts for 14.6% of the portfolio, ranked #1.

Foresight Global Investors first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.3M in Q1 2026. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Foresight Global Investors held 153,693 shares of Novartis worth $24.1M as of Q2 2026.
Foresight Global Investors sold 18,360 Novartis shares in Q2 2026, an estimated $2.75M.
Novartis made up 14.6% of Foresight Global Investors's portfolio in Q2 2026, its #1 holding.
Foresight Global Investors first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
Foresight Global Investors's Novartis position peaked at $26.3M in Q1 2026.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Foresight Global Investors's 13F filing for Q2 2026, filed 11 Aug 2026.