Guardian Partners’s Novartis NVS Stock Holding History

Guardian 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	$1.25M	Sell	7,965 -126	-2%	-$18.9K	0.11%	99
2026 Q1	$1.24M	Sell	8,091 -49	-0.6%	-$7.51K	0.1%	109
2025 Q4	$1.24M	Buy	8,140 +6,000	+280%	+$786K	0.1%	117
2025 Q3	$282K	Hold	2,140	–	–	0.02%	158
2025 Q2	$263K	Hold	2,140	–	–	0.02%	163
2025 Q1	$236K	Sell	2,140 -35	-2%	-$3.73K	0.02%	159
2024 Q4	$218K	Buy	+2,175	New	+$232K	0.02%	159

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

Guardian Partners's NVS Position: Q2 2026 in Review

Guardian Partners reduced its Novartis (NVS) stake by 1.6% in Q2 2026, selling an estimated $18.9K and leaving 7,965 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #99.

Guardian Partners first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Guardian Partners held 7,965 shares of Novartis worth $1.25M as of Q2 2026.
Guardian Partners sold 126 Novartis shares in Q2 2026, an estimated $18.9K.
Novartis made up 0.11% of Guardian Partners's portfolio in Q2 2026, its #99 holding.
Guardian Partners first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.