Integrated Quantitative Investments’s Novartis NVS Stock Holding History

Integrated Quantitative Investments’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	$1.88M	Buy	+11,975	New	+$1.8M	0.31%	105
2026 Q1	–	Sell	-10,599	Closed	-$1.46M	–	510
2025 Q4	$1.46M	Sell	10,599 -28	-0.3%	-$3.67K	0.31%	102
2025 Q3	$1.36M	Buy	10,627 +83	+0.8%	+$10.1K	0.39%	59
2025 Q2	$1.28M	Buy	+10,544	New	+$1.19M	0.37%	66

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

Integrated Quantitative Investments's NVS Position: Q2 2026 in Review

Integrated Quantitative Investments opened a new position in Novartis (NVS) in Q2 2026: 11,975 shares worth $1.88M. The stake represents 0.31% of the portfolio and ranks #105 among its holdings. This is a return to the name: Integrated Quantitative Investments previously reported a position in NVS as recently as Q4 2025.

Integrated Quantitative Investments first reported a position in NVS in Q2 2025 and has held it in 4 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Integrated Quantitative Investments held 11,975 shares of Novartis worth $1.88M as of Q2 2026.
Novartis was a new Integrated Quantitative Investments position in Q2 2026.
Novartis made up 0.31% of Integrated Quantitative Investments's portfolio in Q2 2026, its #105 holding.
Integrated Quantitative Investments first reported a position in Novartis in Q2 2025 and has held it in 4 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.