Liberty Capital Management’s Novartis NVS Stock Holding History

Liberty Capital Management’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	$232K	Buy	+1,480	New	+$222K	0.04%	175
2025 Q4	$204K	Buy	+1,480	New	+$194K	0.04%	177
2018 Q1	–	Sell	-223	Closed	-$17K	–	196
2017 Q4	$17K	Hold	223	–	–	0.01%	224
2017 Q3	$17K	Hold	223	–	–	0.01%	233
2017 Q2	$16K	Hold	223	–	–	0.01%	220
2017 Q1	$15K	Hold	223	–	–	0.01%	208
2016 Q4	$14K	Hold	223	–	–	0.01%	204
2016 Q3	$16K	Buy	+223	New	+$16.3K	0.01%	195

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

Liberty Capital Management's NVS Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Novartis (NVS) in Q2 2026: 1,480 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in NVS as recently as Q4 2025.

Liberty Capital Management first reported a position in NVS in Q3 2016 and has held it in 8 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Liberty Capital Management held 1,480 shares of Novartis worth $232K as of Q2 2026.
Novartis was a new Liberty Capital Management position in Q2 2026.
Novartis made up 0.04% of Liberty Capital Management's portfolio in Q2 2026, its #175 holding.
Liberty Capital Management first reported a position in Novartis in Q3 2016 and has held it in 8 quarters since.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.