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Joel Greenblatt’s Novartis NVS Stock Holding History

Joel Greenblatt’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 		$420K Hold
2,683
– – ﹤0.01% 1560
2026
Q1 		$410K Sell
2,683
-72
-3% -$11K ﹤0.01% 1532
2025
Q4 		$380K Buy
2,755
+799
+41% +$105K ﹤0.01% 1509
2025
Q3 		$251K Buy
1,956
+191
+11% +$23.3K ﹤0.01% 1555
2025
Q2 		$214K Buy
+1,765
New +$199K ﹤0.01% 1555

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

Joel Greenblatt's NVS Position: Q2 2026 in Review

Joel Greenblatt held its Novartis (NVS) position steady in Q2 2026 at 2,683 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Joel Greenblatt first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Joel Greenblatt held 2,683 shares of Novartis worth $420K as of Q2 2026.
  • Joel Greenblatt left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1560 holding.
  • Joel Greenblatt first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • 1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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