Knights of Columbus Asset Advisors’s Novartis NVS Stock Holding History

Knights of Columbus Asset Advisors’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	$248K	Sell	1,585 -850	-35%	-$127K	0.01%	338
2026 Q1	$372K	Buy	+2,435	New	+$373K	0.02%	326
2025 Q1	–	Sell	-55	Closed	-$5.35K	–	385
2024 Q4	$5.35K	Hold	55	–	–	﹤0.01%	370
2024 Q3	$6.33K	Buy	+55	New	+$6.24K	﹤0.01%	380
2021 Q1	–	Sell	-3,227	Closed	-$305K	–	343
2020 Q4	$305K	Hold	3,227	–	–	0.03%	281
2020 Q3	$281K	Buy	3,227 +773	+31%	+$67K	0.03%	273
2020 Q2	$214K	Buy	2,454 +4	+0.2%	+$345	0.03%	282
2020 Q1	$202K	Hold	2,450	–	–	0.03%	324
2019 Q4	$232K	Buy	+2,450	New	+$220K	0.02%	345

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Knights of Columbus Asset Advisors's NVS Position: Q2 2026 in Review

Knights of Columbus Asset Advisors reduced its Novartis (NVS) stake by 35% in Q2 2026, selling an estimated $127K and leaving 1,585 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #338.

Knights of Columbus Asset Advisors first reported a position in NVS in Q4 2019 and has held it in 9 quarters since. The position peaked at $372K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Knights of Columbus Asset Advisors held 1,585 shares of Novartis worth $248K as of Q2 2026.
Knights of Columbus Asset Advisors sold 850 Novartis shares in Q2 2026, an estimated $127K.
Novartis made up 0.01% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #338 holding.
Knights of Columbus Asset Advisors first reported a position in Novartis in Q4 2019 and has held it in 9 quarters since.
Knights of Columbus Asset Advisors's Novartis position peaked at $372K in Q1 2026.
1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.