Jackson Square Capital’s Novartis NVS Stock Holding History

Jackson Square 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	$571K	Buy	3,643 +43	+1%	+$6.45K	0.08%	98
2026 Q1	$550K	Buy	3,600 +131	+4%	+$20.1K	0.12%	91
2025 Q4	$478K	Sell	3,469 -3,255	-48%	-$426K	0.09%	110
2025 Q3	$862K	Buy	6,724 +1,103	+20%	+$135K	0.19%	75
2025 Q2	$680K	Buy	+5,621	New	+$634K	0.15%	96
2020 Q4	–	Sell	-320	Closed	-$28K	–	279
2020 Q3	$28K	Sell	320 -16	-5%	-$1.39K	0.01%	209
2020 Q2	$29K	Buy	336 +22	+7%	+$1.9K	0.01%	180
2020 Q1	$26K	Buy	314 +20	+7%	+$1.78K	0.02%	158
2019 Q4	$28K	Buy	+294	New	+$26.4K	0.02%	191

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

Jackson Square Capital's NVS Position: Q2 2026 in Review

Jackson Square Capital increased its Novartis (NVS) stake by 1.2% in Q2 2026, buying an estimated $6.45K and bringing the position to 3,643 shares worth $571K. The position accounts for 0.08% of the portfolio, ranked #98.

Jackson Square Capital first reported a position in NVS in Q4 2019 and has held it in 9 quarters since. The position peaked at $862K in Q3 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Jackson Square Capital held 3,643 shares of Novartis worth $571K as of Q2 2026.
Jackson Square Capital bought 43 Novartis shares in Q2 2026, an estimated $6.45K.
Novartis made up 0.08% of Jackson Square Capital's portfolio in Q2 2026, its #98 holding.
Jackson Square Capital first reported a position in Novartis in Q4 2019 and has held it in 9 quarters since.
Jackson Square Capital's Novartis position peaked at $862K in Q3 2025.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.