GW&K Investment Management’s Novartis NVS Stock Holding History

GW&K Investment 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	$91K	Sell	581 -2	-0.3%	-$300	﹤0.01%	492
2026 Q1	$89K	Buy	583 +88	+18%	+$13.5K	﹤0.01%	472
2025 Q4	$68K	Buy	495 +25	+5%	+$3.27K	﹤0.01%	505
2025 Q3	$60K	Hold	470	–	–	﹤0.01%	508
2025 Q2	$57K	Sell	470 -114	-20%	-$12.8K	﹤0.01%	492
2025 Q1	$65K	Buy	584 +317	+119%	+$33.7K	﹤0.01%	448
2024 Q4	$26K	Hold	267	–	–	﹤0.01%	568
2024 Q3	$31K	Hold	267	–	–	﹤0.01%	525
2024 Q2	$28K	Hold	267	–	–	﹤0.01%	510
2024 Q1	$26K	Buy	267 +60	+29%	+$6.15K	﹤0.01%	499
2023 Q4	$21K	Hold	207	–	–	﹤0.01%	506
2023 Q3	$21K	Hold	207	–	–	﹤0.01%	480
2023 Q2	$21K	Buy	+207	New	+$20.7K	﹤0.01%	471

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

GW&K Investment Management's NVS Position: Q2 2026 in Review

GW&K Investment Management reduced its Novartis (NVS) stake by 0.34% in Q2 2026, selling an estimated $300 and leaving 581 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

GW&K Investment Management first reported a position in NVS in Q2 2023 and has held it in 13 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

GW&K Investment Management held 581 shares of Novartis worth $91K as of Q2 2026.
GW&K Investment Management sold 2 Novartis shares in Q2 2026, an estimated $300.
Novartis made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #492 holding.
GW&K Investment Management first reported a position in Novartis in Q2 2023 and has held it in 13 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.