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Jefferies Financial Group’s Novartis NVS Stock Holding History

Jefferies Financial Group’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 		$247K Buy
+1,578
New +$237K ﹤0.01% 1427
2026
Q1 		– Sell
-4,606
Closed -$635K – 2075
2025
Q4 		$635K Buy
+4,606
New +$603K ﹤0.01% 1258
2024
Q1 		– Sell
-49,437
Closed -$4.99M – 1895
2023
Q4 		$4.99M Buy
+49,437
New +$4.77M 0.03% 406

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

Jefferies Financial Group's NVS Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Novartis (NVS) in Q2 2026: 1,578 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in NVS as recently as Q4 2025.

Jefferies Financial Group first reported a position in NVS in Q4 2023 and has held it in 3 quarters since. The position peaked at $4.99M in Q4 2023. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Jefferies Financial Group held 1,578 shares of Novartis worth $247K as of Q2 2026.
  • Novartis was a new Jefferies Financial Group position in Q2 2026.
  • Novartis made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1427 holding.
  • Jefferies Financial Group first reported a position in Novartis in Q4 2023 and has held it in 3 quarters since.
  • Jefferies Financial Group's Novartis position peaked at $4.99M in Q4 2023.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.