Harding Loevner’s Novartis NVS Stock Holding History

Harding Loevner’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	$90.5M	Sell	578,234 -6,021	-1%	-$903K	0.85%	30
2026 Q1	$89.2M	Sell	584,255 -19,132	-3%	-$2.93M	0.92%	35
2025 Q4	$83.2M	Sell	603,387 -26,571	-4%	-$3.48M	0.73%	44
2025 Q3	$80.8M	Buy	629,958 +316,431	+101%	+$38.6M	0.59%	48
2025 Q2	$37.9M	Buy	+313,527	New	+$35.3M	0.26%	58
2019 Q1	–	Sell	-1,953	Closed	-$150K	–	139
2018 Q4	$150K	Hold	1,953	–	–	﹤0.01%	78
2018 Q3	$151K	Hold	1,953	–	–	﹤0.01%	76
2018 Q2	$132K	Hold	1,953	–	–	﹤0.01%	76
2018 Q1	$141K	Hold	1,953	–	–	﹤0.01%	80
2017 Q4	$147K	Hold	1,953	–	–	﹤0.01%	78
2017 Q3	$150K	Hold	1,953	–	–	﹤0.01%	78
2017 Q2	$146K	Buy	+1,953	New	+$138K	﹤0.01%	73
2016 Q4	–	Sell	-1,094	Closed	-$77K	–	86
2016 Q3	$77K	Buy	1,094 +101	+10%	+$7.36K	﹤0.01%	80
2016 Q2	$73K	Buy	993 +189	+24%	+$13.1K	﹤0.01%	74
2016 Q1	$52K	Hold	804	–	–	﹤0.01%	78
2015 Q4	$62K	Buy	+804	New	+$63.9K	﹤0.01%	88
2013 Q3	–	Sell	-1	Closed	–	–	88
2013 Q2	$0	Buy	+1	New	+$65	﹤0.01%	86

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

Harding Loevner's NVS Position: Q2 2026 in Review

Harding Loevner reduced its Novartis (NVS) stake by 1% in Q2 2026, selling an estimated $903K and leaving 578,234 shares worth $90.5M. The position accounts for 0.85% of the portfolio, ranked #30.

Harding Loevner first reported a position in NVS in Q2 2013 and has held it in 17 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Harding Loevner held 578,234 shares of Novartis worth $90.5M as of Q2 2026.
Harding Loevner sold 6,021 Novartis shares in Q2 2026, an estimated $903K.
Novartis made up 0.85% of Harding Loevner's portfolio in Q2 2026, its #30 holding.
Harding Loevner first reported a position in Novartis in Q2 2013 and has held it in 17 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Harding Loevner's 13F filing for Q2 2026, filed 14 Aug 2026.