GA
NVS icon

Greenspring Advisors’s Novartis NVS Stock Holding History

Greenspring 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 		$654K Sell
4,173
-560
-12% -$84K 0.04% 177
2026
Q1 		$723K Buy
4,733
+437
+10% +$67K 0.04% 144
2025
Q4 		$592K Buy
+4,296
New +$563K 0.04% 165

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

Greenspring Advisors's NVS Position: Q2 2026 in Review

Greenspring Advisors reduced its Novartis (NVS) stake by 12% in Q2 2026, selling an estimated $84K and leaving 4,173 shares worth $654K. The position accounts for 0.04% of the portfolio, ranked #177.

Greenspring Advisors first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $723K in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Greenspring Advisors held 4,173 shares of Novartis worth $654K as of Q2 2026.
  • Greenspring Advisors sold 560 Novartis shares in Q2 2026, an estimated $84K.
  • Novartis made up 0.04% of Greenspring Advisors's portfolio in Q2 2026, its #177 holding.
  • Greenspring Advisors first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Greenspring Advisors's Novartis position peaked at $723K in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.