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IEQ Capital’s Novartis NVS Stock Holding History

IEQ Capital’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 		$6.8M Sell
43,358
-3,217
-7% -$482K 0.03% 426
2026
Q1 		$7.11M Sell
46,575
-7,693
-14% -$1.18M 0.03% 425
2025
Q4 		$7.48M Buy
54,268
+16,400
+43% +$2.15M 0.02% 425
2025
Q3 		$4.86M Buy
37,868
+18,476
+95% +$2.25M 0.01% 493
2025
Q2 		$2.35M Buy
19,392
+5,493
+40% +$619K 0.01% 603
2025
Q1 		$1.55M Buy
13,899
+2,026
+17% +$216K 0.01% 644
2024
Q4 		$1.16M Sell
11,873
-1,375
-10% -$147K 0.01% 626
2024
Q3 		$1.52M Buy
13,248
+794
+6% +$90.1K 0.02% 434
2024
Q2 		$1.33M Buy
12,454
+2,961
+31% +$297K 0.02% 422
2024
Q1 		$918K Buy
9,493
+35
+0.4% +$3.59K 0.01% 481
2023
Q4 		$955K Buy
9,458
+3,997
+73% +$386K 0.02% 430
2023
Q3 		$556K Buy
5,461
+864
+19% +$87.7K 0.01% 536
2023
Q2 		$464K Buy
4,597
+1,607
+54% +$161K 0.01% 559
2023
Q1 		$275K Buy
+2,990
New +$261K 0.01% 745
2022
Q3 		– Sell
-3,419
Closed -$289K – 861
2022
Q2 		$289K Buy
3,419
+1,123
+49% +$98.5K 0.01% 616
2022
Q1 		$201K Buy
+2,296
New +$199K ﹤0.01% 766

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

IEQ Capital's NVS Position: Q2 2026 in Review

IEQ Capital reduced its Novartis (NVS) stake by 6.9% in Q2 2026, selling an estimated $482K and leaving 43,358 shares worth $6.8M. The position accounts for 0.03% of the portfolio, ranked #426.

IEQ Capital first reported a position in NVS in Q1 2022 and has held it in 16 quarters since. The position peaked at $7.48M in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • IEQ Capital held 43,358 shares of Novartis worth $6.8M as of Q2 2026.
  • IEQ Capital sold 3,217 Novartis shares in Q2 2026, an estimated $482K.
  • Novartis made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #426 holding.
  • IEQ Capital first reported a position in Novartis in Q1 2022 and has held it in 16 quarters since.
  • IEQ Capital's Novartis position peaked at $7.48M in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.