Greenfield Seitz Capital Management’s Novartis NVS Stock Holding History

Greenfield Seitz 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	$5.27M	Sell	33,624 -926	-3%	-$139K	1.57%	25
2026 Q1	$5.28M	Sell	34,550 -325	-0.9%	-$49.8K	1.59%	24
2025 Q4	$4.81M	Sell	34,875 -578	-2%	-$75.7K	1.58%	26
2025 Q3	$4.55M	Sell	35,453 -7,914	-18%	-$966K	1.47%	25
2025 Q2	$5.25M	Sell	43,367 -60	-0.1%	-$6.76K	1.85%	20
2025 Q1	$4.84M	Sell	43,427 -827	-2%	-$88K	1.85%	22
2024 Q4	$4.31M	Buy	44,254 +612	+1%	+$65.3K	1.64%	25
2024 Q3	$5.02M	Sell	43,642 -888	-2%	-$101K	1.84%	20
2024 Q2	$4.74M	Sell	44,530 -52	-0.1%	-$5.22K	1.76%	20
2024 Q1	$4.31M	Sell	44,582 -981	-2%	-$101K	1.61%	25
2023 Q4	$4.6M	Buy	+45,563	New	+$4.4M	1.83%	19

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

Greenfield Seitz Capital Management's NVS Position: Q2 2026 in Review

Greenfield Seitz Capital Management reduced its Novartis (NVS) stake by 2.7% in Q2 2026, selling an estimated $139K and leaving 33,624 shares worth $5.27M. The position accounts for 1.57% of the portfolio, ranked #25.

Greenfield Seitz Capital Management first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.28M in Q1 2026. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Greenfield Seitz Capital Management held 33,624 shares of Novartis worth $5.27M as of Q2 2026.
Greenfield Seitz Capital Management sold 926 Novartis shares in Q2 2026, an estimated $139K.
Novartis made up 1.57% of Greenfield Seitz Capital Management's portfolio in Q2 2026, its #25 holding.
Greenfield Seitz Capital Management first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
Greenfield Seitz Capital Management's Novartis position peaked at $5.28M in Q1 2026.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Greenfield Seitz Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.