Fort Sheridan Advisors’s Novartis NVS Stock Holding History

Fort Sheridan 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	$2.19M	Buy	13,967 +438	+3%	+$65.7K	0.24%	81
2026 Q1	$2.07M	Buy	13,529 +3,624	+37%	+$556K	0.25%	74
2025 Q4	$1.37M	Buy	9,905 +1,459	+17%	+$191K	0.17%	94
2025 Q3	$1.08M	Buy	8,446 +419	+5%	+$51.1K	0.14%	104
2025 Q2	$971K	Hold	8,027	–	–	0.14%	107
2025 Q1	$895K	Buy	8,027 +4	+0%	+$426	0.14%	108
2024 Q4	$781K	Hold	8,023	–	–	0.11%	122
2024 Q3	$923K	Sell	8,023 -136	-2%	-$15.4K	0.14%	103
2024 Q2	$869K	Hold	8,159	–	–	0.14%	101
2024 Q1	$789K	Buy	8,159 +145	+2%	+$14.9K	0.15%	97
2023 Q4	$809K	Buy	8,014 +6	+0.1%	+$579	0.16%	93
2023 Q3	$816K	Buy	8,008 +645	+9%	+$65.5K	0.19%	90
2023 Q2	$743K	Buy	7,363 +1,756	+31%	+$176K	0.17%	91
2023 Q1	$516K	Sell	5,607 -15	-0.3%	-$1.31K	0.13%	111
2022 Q4	$510K	Hold	5,622	–	–	0.17%	103
2022 Q3	$427K	Sell	5,622 -25	-0.4%	-$2.07K	0.14%	111
2022 Q2	$477K	Hold	5,647	–	–	0.16%	100
2022 Q1	$496K	Sell	5,647 -180	-3%	-$15.6K	0.15%	104
2021 Q4	$510K	Hold	5,827	–	–	0.15%	110
2021 Q3	$477K	Sell	5,827 -58	-1%	-$5.22K	0.16%	106
2021 Q2	$537K	Buy	5,885 +2,689	+84%	+$239K	0.18%	94
2021 Q1	$273K	Buy	+3,196	New	+$287K	0.11%	124

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

Fort Sheridan Advisors's NVS Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Novartis (NVS) stake by 3.2% in Q2 2026, buying an estimated $65.7K and bringing the position to 13,967 shares worth $2.19M. The position accounts for 0.24% of the portfolio, ranked #81.

Fort Sheridan Advisors first reported a position in NVS in Q1 2021 and has held it in 22 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Fort Sheridan Advisors held 13,967 shares of Novartis worth $2.19M as of Q2 2026.
Fort Sheridan Advisors bought 438 Novartis shares in Q2 2026, an estimated $65.7K.
Novartis made up 0.24% of Fort Sheridan Advisors's portfolio in Q2 2026, its #81 holding.
Fort Sheridan Advisors first reported a position in Novartis in Q1 2021 and has held it in 22 quarters since.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.