GI
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GAMMA Investing’s Novartis NVS Stock Holding History

GAMMA Investing’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 		$2.2M Buy
14,066
+758
+6% +$114K 0.08% 195
2026
Q1 		$2.03M Buy
13,308
+1,205
+10% +$185K 0.09% 187
2025
Q4 		$1.67M Buy
12,103
+1,486
+14% +$195K 0.08% 199
2025
Q3 		$1.36M Buy
10,617
+2,531
+31% +$309K 0.08% 218
2025
Q2 		$978K Buy
8,086
+1,562
+24% +$176K 0.06% 276
2025
Q1 		$727K Buy
6,524
+1,500
+30% +$160K 0.05% 309
2024
Q4 		$489K Sell
5,024
-413
-8% -$44K 0.04% 368
2024
Q3 		$625K Buy
5,437
+1,359
+33% +$154K 0.06% 280
2024
Q2 		$434K Buy
4,078
+769
+23% +$77.2K 0.06% 291
2024
Q1 		$320K Sell
3,309
-155
-4% -$15.9K 0.07% 282
2023
Q4 		$358K Buy
+3,464
New +$334K 0.1% 181

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

GAMMA Investing's NVS Position: Q2 2026 in Review

GAMMA Investing increased its Novartis (NVS) stake by 5.7% in Q2 2026, buying an estimated $114K and bringing the position to 14,066 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #195.

GAMMA Investing first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • GAMMA Investing held 14,066 shares of Novartis worth $2.2M as of Q2 2026.
  • GAMMA Investing bought 758 Novartis shares in Q2 2026, an estimated $114K.
  • Novartis made up 0.08% of GAMMA Investing's portfolio in Q2 2026, its #195 holding.
  • GAMMA Investing first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.