Gotham Asset Management’s Novartis NVS Stock Holding History

Gotham Asset 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	$420K	Hold	2,683	–	–	﹤0.01%	1560
2026 Q1	$410K	Sell	2,683 -72	-3%	-$11K	﹤0.01%	1532
2025 Q4	$380K	Buy	2,755 +799	+41%	+$105K	﹤0.01%	1509
2025 Q3	$251K	Buy	1,956 +191	+11%	+$23.3K	﹤0.01%	1555
2025 Q2	$214K	Buy	+1,765	New	+$199K	﹤0.01%	1555

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gotham Asset Management's NVS Position: Q2 2026 in Review

Gotham Asset Management held its Novartis (NVS) position steady in Q2 2026 at 2,683 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Gotham Asset Management first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Gotham Asset Management held 2,683 shares of Novartis worth $420K as of Q2 2026.
Gotham Asset Management left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1560 holding.
Gotham Asset Management first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.