GCM
NVS icon

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
2025
Q1 		– Sell
-2,895
Closed -$282K – 310
2024
Q4 		$282K Sell
2,895
-10,379
-78% -$1.11M 0.04% 169
2024
Q3 		$1.53M Buy
13,274
+9,056
+215% +$1.03M 0.2% 108
2024
Q2 		$449K Buy
+4,218
New +$423K 0.06% 154

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 800 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.
  • 800 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.