John Overdeck’s Novartis NVS Stock Holding History

John Overdeck’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	$204K	Sell	1,300 -700	-35%	-$105K	﹤0.01%	4776
2026 Q1	$306K	Sell	2,000 -1,000	-33%	-$153K	﹤0.01%	4065
2025 Q4	$414K	Buy	+3,000	New	+$393K	﹤0.01%	3418
2015 Q3	–	Sell	-4,464	Closed	-$393K	–	2563
2015 Q2	$393K	Buy	+4,464	New	+$410K	﹤0.01%	2260

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

John Overdeck's NVS Position: Q2 2026 in Review

John Overdeck reduced its Novartis (NVS) stake by 49% in Q2 2026, selling an estimated $2.03M and leaving 13,992 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

John Overdeck first reported a position in NVS in Q2 2013 and has held it in 36 quarters since. The position peaked at $170M in Q1 2022. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

John Overdeck held 13,992 shares of Novartis worth $2.19M as of Q2 2026.
John Overdeck sold 13,536 Novartis shares in Q2 2026, an estimated $2.03M.
Novartis made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2919 holding.
John Overdeck first reported a position in Novartis in Q2 2013 and has held it in 36 quarters since.
John Overdeck's Novartis position peaked at $170M in Q1 2022.
1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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