Independent Investors Inc’s Novartis NVS Stock Holding History

Independent Investors Inc’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	$2.81M	Hold	17,900	–	–	0.54%	26
2026 Q1	$2.73M	Hold	17,900	–	–	0.54%	29
2025 Q4	$2.47M	Hold	17,900	–	–	0.46%	31
2025 Q3	$2.3M	Hold	17,900	–	–	0.44%	32
2025 Q2	$2.17M	Hold	17,900	–	–	0.47%	33
2025 Q1	$2M	Hold	17,900	–	–	0.42%	32
2024 Q4	$1.74M	Hold	17,900	–	–	0.34%	34
2024 Q3	$2.06M	Hold	17,900	–	–	0.42%	32
2024 Q2	$1.91M	Hold	17,900	–	–	0.42%	32
2024 Q1	$1.73M	Hold	17,900	–	–	0.41%	33
2023 Q4	$1.81M	Hold	17,900	–	–	0.42%	33
2023 Q3	$1.82M	Hold	17,900	–	–	0.46%	28
2023 Q2	$1.81M	Hold	17,900	–	–	0.42%	31
2023 Q1	$1.65M	Hold	17,900	–	–	0.41%	34
2022 Q4	$1.62M	Hold	17,900	–	–	0.45%	34
2022 Q3	$1.36M	Hold	17,900	–	–	0.39%	38
2022 Q2	$1.51M	Hold	17,900	–	–	0.41%	36
2022 Q1	$1.57M	Hold	17,900	–	–	0.35%	38
2021 Q4	$1.57M	Hold	17,900	–	–	0.33%	38
2021 Q3	$1.46M	Hold	17,900	–	–	0.36%	40
2021 Q2	$1.63M	Hold	17,900	–	–	0.4%	37
2021 Q1	$1.53M	Hold	17,900	–	–	0.41%	39
2020 Q4	$1.69M	Hold	17,900	–	–	0.45%	36
2020 Q3	$1.56M	Hold	17,900	–	–	0.45%	36
2020 Q2	$1.56M	Hold	17,900	–	–	0.53%	36
2020 Q1	$1.48M	Hold	17,900	–	–	0.61%	36
2019 Q4	$1.69M	Hold	17,900	–	–	0.56%	36
2019 Q3	$1.55M	Hold	17,900	–	–	0.58%	37
2019 Q2	$1.63M	Sell	17,900 -2,076	-10%	-$176K	0.63%	36
2019 Q1	$1.72M	Hold	19,976	–	–	0.67%	33
2018 Q4	$1.53M	Hold	19,976	–	–	0.67%	35
2018 Q3	$1.54M	Hold	19,976	–	–	0.54%	42
2018 Q2	$1.35M	Hold	19,976	–	–	0.53%	42
2018 Q1	$1.45M	Hold	19,976	–	–	0.58%	41
2017 Q4	$1.5M	Hold	19,976	–	–	0.58%	42
2017 Q3	$1.54M	Hold	19,976	–	–	0.64%	40
2017 Q2	$1.49M	Sell	19,976 -447	-2%	-$31.7K	0.65%	39
2017 Q1	$1.36M	Sell	20,423 -4,464	-18%	-$297K	0.58%	41
2016 Q4	$1.62M	Hold	24,887	–	–	0.75%	36
2016 Q3	$1.76M	Hold	24,887	–	–	0.81%	33
2016 Q2	$1.84M	Hold	24,887	–	–	0.89%	31
2016 Q1	$1.61M	Sell	24,887 -223	-0.9%	-$15.2K	0.78%	33
2015 Q4	$1.94M	Buy	25,110 +112	+0.4%	+$8.9K	0.94%	31
2015 Q3	$2.06M	Hold	24,998	–	–	1.02%	30
2015 Q2	$2.2M	Hold	24,998	–	–	1%	31
2015 Q1	$2.21M	Hold	24,998	–	–	1%	32
2014 Q4	$2.08M	Hold	24,998	–	–	0.91%	35
2014 Q3	$2.11M	Hold	24,998	–	–	0.95%	32
2014 Q2	$2.03M	Hold	24,998	–	–	0.92%	36
2014 Q1	$1.9M	Sell	24,998 -670	-3%	-$48.8K	0.92%	36
2013 Q4	$1.85M	Sell	25,668 -1,674	-6%	-$116K	0.89%	35
2013 Q3	$1.88M	Sell	27,342 -446	-2%	-$29.5K	0.99%	35
2013 Q2	$1.76M	Buy	+27,788	New	+$1.81M	0.97%	32

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Independent Investors Inc's NVS Position: Q2 2026 in Review

Independent Investors Inc held its Novartis (NVS) position steady in Q2 2026 at 17,900 shares worth $2.81M. The position accounts for 0.54% of the portfolio, ranked #26.

Independent Investors Inc first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. 1,546 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Independent Investors Inc held 17,900 shares of Novartis worth $2.81M as of Q2 2026.
Independent Investors Inc left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.54% of Independent Investors Inc's portfolio in Q2 2026, its #26 holding.
Independent Investors Inc first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
1,546 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.