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Fort Washington Investment Advisors’s Novartis NVS Stock Holding History

Fort Washington Investment 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 		$4.52M Sell
28,866
-176
-0.6% -$26.4K 0.02% 241
2026
Q1 		$4.44M Sell
29,042
-295
-1% -$45.2K 0.02% 243
2025
Q4 		$4.04M Sell
29,337
-191
-0.6% -$25K 0.02% 238
2025
Q3 		$3.79M Sell
29,528
-647
-2% -$78.9K 0.02% 236
2025
Q2 		$3.65M Sell
30,175
-1,050
-3% -$118K 0.02% 233
2025
Q1 		$3.48M Sell
31,225
-1,610
-5% -$171K 0.02% 233
2024
Q4 		$3.2M Sell
32,835
-1,090
-3% -$116K 0.02% 233
2024
Q3 		$3.9M Sell
33,925
-700
-2% -$79.4K 0.02% 227
2024
Q2 		$3.69M Sell
34,625
-60,692
-64% -$6.09M 0.02% 229
2024
Q1 		$9.22M Sell
95,317
-550
-0.6% -$56.4K 0.06% 210
2023
Q4 		$9.68M Sell
95,867
-231
-0.2% -$22.3K 0.07% 203
2023
Q3 		$9.79M Sell
96,098
-1,084
-1% -$110K 0.07% 201
2023
Q2 		$9.81M Sell
97,182
-396
-0.4% -$39.6K 0.07% 202
2023
Q1 		$8.98M Hold
97,578
– – 0.07% 206
2022
Q4 		$8.85M Sell
97,578
-522
-0.5% -$44K 0.07% 203
2022
Q3 		$7.46M Sell
98,100
-2,514
-2% -$208K 0.06% 211
2022
Q2 		$8.51M Sell
100,614
-2,450
-2% -$215K 0.07% 204
2022
Q1 		$9.04M Sell
103,064
-100
-0.1% -$8.66K 0.06% 206
2021
Q4 		$9.02M Sell
103,164
-5,159
-5% -$428K 0.05% 213
2021
Q3 		$8.86M Sell
108,323
-300
-0.3% -$27K 0.06% 216
2021
Q2 		$9.91M Sell
108,623
-2,120
-2% -$189K 0.09% 205
2021
Q1 		$9.47M Sell
110,743
-3,700
-3% -$332K 0.09% 202
2020
Q4 		$10.8M Sell
114,443
-870
-0.8% -$76K 0.11% 130
2020
Q3 		$10M Sell
115,313
-28,693
-20% -$2.49M 0.11% 120
2020
Q2 		$12.6M Sell
144,006
-705,355
-83% -$60.9M 0.14% 113
2020
Q1 		$70M Buy
849,361
+83,921
+11% +$7.49M 0.95% 30
2019
Q4 		$72.5M Sell
765,440
-281,498
-27% -$25.3M 0.77% 34
2019
Q3 		$91M Sell
1,046,938
-370,777
-26% -$33.3M 1.01% 26
2019
Q2 		$129M Sell
1,417,715
-337,587
-19% -$28.6M 1.44% 13
2019
Q1 		$151M Sell
1,755,302
-416,232
-19% -$33.4M 1.7% 10
2018
Q4 		$167M Sell
2,171,534
-82,992
-4% -$6.46M 2.04% 7
2018
Q3 		$174M Buy
2,254,526
+12,822
+0.6% +$948K 1.72% 9
2018
Q2 		$152M Buy
2,241,704
+255,618
+13% +$17.6M 1.53% 9
2018
Q1 		$144M Buy
1,986,086
+16,785
+0.9% +$1.28M 1.49% 11
2017
Q4 		$148M Buy
1,969,301
+104,890
+6% +$7.91M 1.47% 11
2017
Q3 		$143M Buy
1,864,411
+5,337
+0.3% +$403K 2.22% 6
2017
Q2 		$139M Buy
1,859,074
+1,531
+0.1% +$109K 2.19% 7
2017
Q1 		$124M Buy
1,857,543
+37,741
+2% +$2.51M 1.99% 9
2016
Q4 		$119M Buy
1,819,802
+209,581
+13% +$13.6M 1.98% 12
2016
Q3 		$114M Buy
1,610,221
+7,983
+0.5% +$582K 2.04% 12
2016
Q2 		$118M Buy
1,602,238
+47,088
+3% +$3.25M 2.21% 10
2016
Q1 		$101M Buy
1,555,150
+151,436
+11% +$10.3M 1.96% 11
2015
Q4 		$108M Buy
1,403,714
+221,048
+19% +$17.6M 2.18% 10
2015
Q3 		$97.4M Buy
1,182,666
+18,745
+2% +$1.67M 2.02% 13
2015
Q2 		$103M Buy
1,163,921
+78,274
+7% +$7.18M 1.92% 14
2015
Q1 		$95.9M Buy
1,085,647
+30,634
+3% +$2.72M 1.91% 15
2014
Q4 		$87.6M Buy
1,055,013
+624,333
+145% +$51.8M 1.77% 15
2014
Q3 		$36.3M Sell
430,680
-10,832
-2% -$876K 0.76% 39
2014
Q2 		$35.8M Sell
441,512
-9,625
-2% -$757K 0.7% 41
2014
Q1 		$34.4M Sell
451,137
-31,333
-6% -$2.28M 0.74% 40
2013
Q4 		$34.8M Sell
482,470
-19,202
-4% -$1.33M 0.78% 36
2013
Q3 		$34.5M Buy
501,672
+5,215
+1% +$345K 0.83% 33
2013
Q2 		$31.5M Buy
+496,457
New +$32.3M 0.72% 31

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fort Washington Investment Advisors's NVS Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its Novartis (NVS) stake by 0.61% in Q2 2026, selling an estimated $26.4K and leaving 28,866 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #241.

Fort Washington Investment Advisors first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $174M in Q3 2018. 652 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Fort Washington Investment Advisors held 28,866 shares of Novartis worth $4.52M as of Q2 2026.
  • Fort Washington Investment Advisors sold 176 Novartis shares in Q2 2026, an estimated $26.4K.
  • Novartis made up 0.02% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #241 holding.
  • Fort Washington Investment Advisors first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • Fort Washington Investment Advisors's Novartis position peaked at $174M in Q3 2018.
  • 652 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.