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Genus Capital Management’s Novartis NVS Stock Holding History

Genus Capital 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
Q2 		– Sell
-1,557
Closed -$238K – 218
2026
Q1 		$238K Sell
1,557
-595
-28% -$91.2K 0.03% 178
2025
Q4 		$297K Sell
2,152
-1,370
-39% -$179K 0.03% 172
2025
Q3 		$452K Buy
3,522
+433
+14% +$52.8K 0.05% 159
2025
Q2 		$374K Buy
3,089
+194
+7% +$21.9K 0.05% 150
2025
Q1 		$323K Buy
+2,895
New +$308K 0.05% 157
2024
Q2 		– Sell
-4,771
Closed -$479K – 330
2024
Q1 		$461K Buy
+4,771
New +$489K 0.06% 161

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

Genus Capital Management's NVS Position: Q2 2026 in Review

Genus Capital Management sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,557 shares — an estimated $238K sold.

Genus Capital Management first reported a position in NVS in Q1 2024 and held it in 6 quarters. The position peaked at $461K in Q1 2024. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Genus Capital Management reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Genus Capital Management sold 1,557 Novartis shares in Q2 2026, an estimated $238K.
  • Genus Capital Management first reported a position in Novartis in Q1 2024 and held it in 6 quarters.
  • Genus Capital Management's Novartis position peaked at $461K in Q1 2024.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.