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Haven Private’s Novartis NVS Stock Holding History

Haven Private’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 		$517K Sell
3,296
-358
-10% -$53.7K 0.2% 100
2026
Q1 		$558K Buy
3,654
+105
+3% +$16.1K 0.24% 91
2025
Q4 		$489K Buy
3,549
+150
+4% +$19.6K 0.21% 102
2025
Q3 		$436K Sell
3,399
-2,169
-39% -$265K 0.19% 110
2025
Q2 		$674K Buy
5,568
+2,480
+80% +$280K 0.3% 79
2025
Q1 		$344K Buy
3,088
+149
+5% +$15.9K 0.19% 105
2024
Q4 		$286K Buy
+2,939
New +$313K 0.16% 121

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

Haven Private's NVS Position: Q2 2026 in Review

Haven Private reduced its Novartis (NVS) stake by 9.8% in Q2 2026, selling an estimated $53.7K and leaving 3,296 shares worth $517K. The position accounts for 0.2% of the portfolio, ranked #100.

Haven Private first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $674K in Q2 2025. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Haven Private held 3,296 shares of Novartis worth $517K as of Q2 2026.
  • Haven Private sold 358 Novartis shares in Q2 2026, an estimated $53.7K.
  • Novartis made up 0.2% of Haven Private's portfolio in Q2 2026, its #100 holding.
  • Haven Private first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Haven Private's Novartis position peaked at $674K in Q2 2025.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.