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Foster & Motley’s Novartis NVS Stock Holding History

Foster & Motley’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 		$3.36M Sell
21,447
-666
-3% -$99.8K 0.15% 129
2026
Q1 		$3.38M Buy
22,113
+58
+0.3% +$8.89K 0.17% 132
2025
Q4 		$3.04M Buy
22,055
+2,279
+12% +$298K 0.16% 135
2025
Q3 		$2.54M Sell
19,776
-193
-1% -$23.6K 0.14% 146
2025
Q2 		$2.42M Buy
19,969
+1,030
+5% +$116K 0.14% 147
2025
Q1 		$2.11M Buy
18,939
+222
+1% +$23.6K 0.13% 152
2024
Q4 		$1.82M Sell
18,717
-221
-1% -$23.6K 0.12% 163
2024
Q3 		$2.18M Buy
18,938
+2,800
+17% +$318K 0.14% 144
2024
Q2 		$1.72M Buy
16,138
+3,580
+29% +$359K 0.12% 159
2024
Q1 		$1.22M Buy
12,558
+3,110
+33% +$319K 0.08% 192
2023
Q4 		$954K Buy
9,448
+4,358
+86% +$421K 0.07% 201
2023
Q3 		$518K Buy
5,090
+1,467
+40% +$149K 0.04% 263
2023
Q2 		$366K Hold
3,623
– – 0.03% 313
2023
Q1 		$333K Sell
3,623
-52
-1% -$4.54K 0.03% 320
2022
Q4 		$333K Buy
3,675
+450
+14% +$37.9K 0.03% 316
2022
Q3 		$245K Sell
3,225
-180
-5% -$14.9K 0.02% 325
2022
Q2 		$288K Hold
3,405
– – 0.03% 311
2022
Q1 		$299K Sell
3,405
-799
-19% -$69.2K 0.02% 304
2021
Q4 		$368K Sell
4,204
-2,650
-39% -$220K 0.03% 278
2021
Q3 		$561K Buy
6,854
+813
+13% +$73.1K 0.05% 229
2021
Q2 		$551K Sell
6,041
-318
-5% -$28.3K 0.05% 224
2021
Q1 		$544K Buy
+6,359
New +$571K 0.05% 214
2015
Q2 		– Sell
-2,472
Closed -$218K – 183
2015
Q1 		$218K Hold
2,472
– – 0.05% 171
2014
Q4 		$205K Buy
2,472
+95
+4% +$7.88K 0.05% 167
2014
Q3 		$200K Sell
2,377
-89
-4% -$7.2K 0.05% 162
2014
Q2 		$200K Buy
+2,466
New +$194K 0.05% 159

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Foster & Motley's NVS Position: Q2 2026 in Review

Foster & Motley reduced its Novartis (NVS) stake by 3% in Q2 2026, selling an estimated $99.8K and leaving 21,447 shares worth $3.36M. The position accounts for 0.15% of the portfolio, ranked #129.

Foster & Motley first reported a position in NVS in Q2 2014 and has held it in 26 quarters since. The position peaked at $3.38M in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Foster & Motley held 21,447 shares of Novartis worth $3.36M as of Q2 2026.
  • Foster & Motley sold 666 Novartis shares in Q2 2026, an estimated $99.8K.
  • Novartis made up 0.15% of Foster & Motley's portfolio in Q2 2026, its #129 holding.
  • Foster & Motley first reported a position in Novartis in Q2 2014 and has held it in 26 quarters since.
  • Foster & Motley's Novartis position peaked at $3.38M in Q1 2026.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.