GQG Partners’s Novartis NVS Stock Holding History

GQG Partners’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	$337M	Sell	2,151,131 -296,141	-12%	-$44.4M	0.63%	39
2026 Q1	$374M	Sell	2,447,272 -710,850	-23%	-$109M	0.59%	37
2025 Q4	$435M	Buy	3,158,122 +895,255	+40%	+$117M	0.72%	37
2025 Q3	$290M	Buy	2,262,867 +2,200,332	+3,519%	+$268M	0.45%	44
2025 Q2	$7.57M	Buy	62,535 +59,079	+1,709%	+$6.66M	0.01%	67
2025 Q1	$385K	Hold	3,456	–	–	﹤0.01%	78
2024 Q4	$336K	Sell	3,456 -222	-6%	-$23.7K	﹤0.01%	91
2024 Q3	$423K	Buy	3,678 +1,203	+49%	+$137K	﹤0.01%	75
2024 Q2	$263K	Buy	+2,475	New	+$248K	﹤0.01%	75
2023 Q1	–	Sell	-2,446	Closed	-$222K	–	89
2022 Q4	$222K	Sell	2,446 -13,214	-84%	-$1.11M	﹤0.01%	83
2022 Q3	$1.19M	Hold	15,660	–	–	﹤0.01%	78
2022 Q2	$1.32M	Buy	15,660 +1,278	+9%	+$112K	﹤0.01%	67
2022 Q1	$1.26M	Buy	14,382 +1,168	+9%	+$101K	﹤0.01%	63
2021 Q4	$1.16M	Sell	13,214 -2,752	-17%	-$228K	﹤0.01%	71
2021 Q3	$1.31M	Hold	15,966	–	–	﹤0.01%	55
2021 Q2	$1.46M	Hold	15,966	–	–	﹤0.01%	51
2021 Q1	$1.36M	Buy	15,966 +2,752	+21%	+$247K	0.01%	52
2020 Q4	$1.25M	Buy	+13,214	New	+$1.15M	﹤0.01%	52
2020 Q1	–	Sell	-4,442	Closed	-$421K	–	69
2019 Q4	$421K	Buy	+4,442	New	+$399K	﹤0.01%	48
2019 Q1	–	Sell	-5,108	Closed	-$393K	–	48
2018 Q4	$393K	Sell	5,108 -1,874	-27%	-$146K	0.01%	43
2018 Q3	$539K	Hold	6,982	–	–	0.01%	44
2018 Q2	$473K	Buy	+6,982	New	+$482K	0.01%	43
2018 Q1	–	Sell	-3,393	Closed	-$255K	–	60
2017 Q4	$255K	Hold	3,393	–	–	0.01%	52
2017 Q3	$261K	Sell	3,393 -1,517	-31%	-$115K	0.01%	55
2017 Q2	$367K	Buy	+4,910	New	+$348K	0.03%	48

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

GQG Partners's NVS Position: Q2 2026 in Review

GQG Partners reduced its Novartis (NVS) stake by 12% in Q2 2026, selling an estimated $44.4M and leaving 2,151,131 shares worth $337M. The position accounts for 0.63% of the portfolio, ranked #39.

GQG Partners first reported a position in NVS in Q2 2017 and has held it in 25 quarters since. The position peaked at $435M in Q4 2025. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

GQG Partners held 2,151,131 shares of Novartis worth $337M as of Q2 2026.
GQG Partners sold 296,141 Novartis shares in Q2 2026, an estimated $44.4M.
Novartis made up 0.63% of GQG Partners's portfolio in Q2 2026, its #39 holding.
GQG Partners first reported a position in Novartis in Q2 2017 and has held it in 25 quarters since.
GQG Partners's Novartis position peaked at $435M in Q4 2025.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on GQG Partners's 13F filing for Q2 2026, filed 12 Aug 2026.