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Fox Run Management’s Novartis NVS Stock Holding History

Fox Run Management’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
Q3 		$1.45M Buy
+10,191
New +$1.55M 0.17% 178
2025
Q4 		– Sell
-12,349
Closed -$1.58M – 1144
2025
Q3 		$1.58M Buy
+12,349
New +$1.51M 0.25% 74
2025
Q2 		– Sell
-17,840
Closed -$1.99M – 1111
2025
Q1 		$1.99M Buy
17,840
+3,351
+23% +$357K 0.31% 29
2024
Q4 		$1.41M Sell
14,489
-158
-1% -$16.8K 0.26% 67
2024
Q3 		$1.68M Buy
14,647
+12,156
+488% +$1.38M 0.37% 11
2024
Q2 		$265K Buy
+2,491
New +$250K 0.05% 582
2023
Q3 		– Sell
-5,915
Closed -$597K – 901
2023
Q2 		$597K Buy
+5,915
New +$592K 0.17% 237
2023
Q1 		– Sell
-3,572
Closed -$324K – 847
2022
Q4 		$324K Sell
3,572
-5,694
-61% -$480K 0.13% 313
2022
Q3 		$704K Buy
9,266
+1,880
+25% +$156K 0.27% 76
2022
Q2 		$624K Buy
+7,386
New +$648K 0.31% 67
2021
Q3 		– Sell
-3,920
Closed -$358K – 574
2021
Q2 		$358K Buy
+3,920
New +$349K 0.33% 115
2020
Q3 		– Sell
-2,385
Closed -$208K – 275
2020
Q2 		$208K Buy
+2,385
New +$206K 0.28% 203
2019
Q4 		– Sell
-5,316
Closed -$462K – 485
2019
Q3 		$462K Buy
+5,316
New +$477K 0.42% 49
2019
Q1 		– Sell
-6,940
Closed -$534K – 628
2018
Q4 		$534K Sell
6,940
-419
-6% -$32.6K 0.28% 90
2018
Q3 		$568K Buy
+7,359
New +$544K 0.25% 136
2017
Q4 		– Sell
-4,910
Closed -$378K – 815
2017
Q3 		$378K Sell
4,910
-335
-6% -$25.3K 0.11% 400
2017
Q2 		$392K Buy
+5,245
New +$372K 0.14% 318
2016
Q4 		– Sell
-4,241
Closed -$300K – 619
2016
Q3 		$300K Sell
4,241
-2,567
-38% -$187K 0.18% 247
2016
Q2 		$503K Buy
6,808
+2,344
+53% +$162K 0.24% 124
2016
Q1 		$290K Buy
+4,464
New +$304K 0.19% 236

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Fox Run Management's NVS Position: Q3 2026 in Review

Fox Run Management opened a new position in Novartis (NVS) in Q3 2026: 10,191 shares worth $1.45M. The stake represents 0.17% of the portfolio and ranks #178 among its holdings. This is a return to the name: Fox Run Management previously reported a position in NVS as recently as Q3 2025.

Fox Run Management first reported a position in NVS in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.99M in Q1 2025. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Fox Run Management held 10,191 shares of Novartis worth $1.45M as of Q3 2026.
  • Novartis was a new Fox Run Management position in Q3 2026.
  • Novartis made up 0.17% of Fox Run Management's portfolio in Q3 2026, its #178 holding.
  • Fox Run Management first reported a position in Novartis in Q1 2016 and has held it in 20 quarters since.
  • Fox Run Management's Novartis position peaked at $1.99M in Q1 2025.
  • 1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Fox Run Management's 13F filing for Q3 2026, filed 12 Nov 2026.