Integral Health Asset Management’s Novartis NVS Stock Holding History

Integral Health Asset 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	$31.3M	Sell	200,000 -50,000	-20%	-$7.5M	1.24%	23
2026 Q1	$38.2M	Hold	250,000	–	–	1.83%	17
2025 Q4	$34.5M	Buy	250,000 +50,000	+25%	+$6.55M	1.71%	14
2025 Q3	$25.6M	Hold	200,000	–	–	1.74%	14
2025 Q2	$24.2M	Sell	200,000 -50,000	-20%	-$5.64M	2.22%	11
2025 Q1	$27.9M	Buy	+250,000	New	+$26.6M	2.97%	7
2024 Q4	–	Sell	-200,000	Closed	-$23M	–	93
2024 Q3	$23M	Sell	200,000 -100,000	-33%	-$11.3M	2.59%	10
2024 Q2	$31.9M	Buy	300,000 +75,000	+33%	+$7.53M	3.03%	7
2024 Q1	$21.8M	Hold	225,000	–	–	2.02%	13
2023 Q4	$22.7M	Buy	225,000 +25,000	+13%	+$2.41M	3.09%	5
2023 Q3	$20.4M	Buy	200,000 +97,000	+94%	+$9.85M	2.82%	10
2023 Q2	$10.4M	Buy	+103,000	New	+$10.3M	1.29%	31
2020 Q2	–	Sell	-70,000	Closed	-$5.77M	–	76
2020 Q1	$5.77M	Buy	+70,000	New	+$6.25M	2.54%	15

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

Integral Health Asset Management's NVS Position: Q2 2026 in Review

Integral Health Asset Management reduced its Novartis (NVS) stake by 20% in Q2 2026, selling an estimated $7.5M and leaving 200,000 shares worth $31.3M. The position accounts for 1.24% of the portfolio, ranked #23.

Integral Health Asset Management first reported a position in NVS in Q1 2020 and has held it in 13 quarters since. The position peaked at $38.2M in Q1 2026. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Integral Health Asset Management held 200,000 shares of Novartis worth $31.3M as of Q2 2026.
Integral Health Asset Management sold 50,000 Novartis shares in Q2 2026, an estimated $7.5M.
Novartis made up 1.24% of Integral Health Asset Management's portfolio in Q2 2026, its #23 holding.
Integral Health Asset Management first reported a position in Novartis in Q1 2020 and has held it in 13 quarters since.
Integral Health Asset Management's Novartis position peaked at $38.2M in Q1 2026.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Integral Health Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.