GMA
NVS icon

Glassy Mountain Advisors’s Novartis NVS Stock Holding History

Glassy Mountain Advisors’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 		$7.45M Sell
47,531
-3,094
-6% -$464K 2.04% 18
2026
Q1 		$7.73M Buy
50,625
+188
+0.4% +$28.8K 2.4% 18
2025
Q4 		$6.95M Sell
50,437
-63
-0.1% -$8.25K 2.1% 18
2025
Q3 		$6.48M Sell
50,500
-937
-2% -$114K 1.95% 20
2025
Q2 		$6.22M Buy
51,437
+1,071
+2% +$121K 2% 19
2025
Q1 		$5.61M Sell
50,366
-193
-0.4% -$20.5K 1.99% 21
2024
Q4 		$4.92M Buy
50,559
+1,776
+4% +$189K 1.68% 23
2024
Q3 		$5.61M Buy
48,783
+1,374
+3% +$156K 1.97% 21
2024
Q2 		$5.05M Buy
47,409
+1,717
+4% +$172K 1.87% 21
2024
Q1 		$4.42M Buy
45,692
+2,449
+6% +$251K 1.66% 25
2023
Q4 		$4.37M Buy
43,243
+703
+2% +$67.9K 1.8% 23
2023
Q3 		$4.32M Sell
42,540
-792
-2% -$80.4K 2.06% 22
2023
Q2 		$4.37M Buy
+43,332
New +$4.33M 1.95% 19
2023
Q1 		– Sell
-39,380
Closed -$3.57M – 162
2022
Q4 		$3.57M Buy
+39,380
New +$3.32M 1.97% 19
2022
Q2 		$3.06M Sell
36,180
-1
-0% -$88 1.83% 21
2022
Q1 		$3.17M Buy
36,181
+1,163
+3% +$101K 1.63% 23
2021
Q4 		$3.06M Buy
+35,018
New +$2.91M 1.58% 24

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

Glassy Mountain Advisors's NVS Position: Q2 2026 in Review

Glassy Mountain Advisors reduced its Novartis (NVS) stake by 6.1% in Q2 2026, selling an estimated $464K and leaving 47,531 shares worth $7.45M. The position accounts for 2.04% of the portfolio, ranked #18.

Glassy Mountain Advisors first reported a position in NVS in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.73M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Glassy Mountain Advisors held 47,531 shares of Novartis worth $7.45M as of Q2 2026.
  • Glassy Mountain Advisors sold 3,094 Novartis shares in Q2 2026, an estimated $464K.
  • Novartis made up 2.04% of Glassy Mountain Advisors's portfolio in Q2 2026, its #18 holding.
  • Glassy Mountain Advisors first reported a position in Novartis in Q4 2021 and has held it in 17 quarters since.
  • Glassy Mountain Advisors's Novartis position peaked at $7.73M in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.