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Liberty One Investment Management’s Novartis NVS Stock Holding History

Liberty One Investment 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 		$754K Sell
4,810
-131
-3% -$19.6K 0.08% 108
2026
Q1 		$755K Buy
4,941
+450
+10% +$69K 0.08% 111
2025
Q4 		$619K Sell
4,491
-2,331
-34% -$305K 0.08% 105
2025
Q3 		$875K Buy
6,822
+857
+14% +$105K 0.05% 102
2025
Q2 		$722K Sell
5,965
-339
-5% -$38.2K 0.07% 97
2025
Q1 		$703K Sell
6,304
-144
-2% -$15.3K 0.07% 103
2024
Q4 		$627K Sell
6,448
-173
-3% -$18.4K 0.07% 115
2024
Q3 		$762K Sell
6,621
-322
-5% -$36.5K 0.08% 102
2024
Q2 		$739K Sell
6,943
-241
-3% -$24.2K 0.08% 104
2024
Q1 		$695K Sell
7,184
-917
-11% -$94K 0.08% 110
2023
Q4 		$818K Sell
8,101
-25
-0.3% -$2.41K 0.1% 92
2023
Q3 		$828K Sell
8,126
-182
-2% -$18.5K 0.12% 82
2023
Q2 		$838K Sell
8,308
-2,208
-21% -$221K 0.11% 85
2023
Q1 		$967K Sell
10,516
-10
-0.1% -$873 0.13% 83
2022
Q4 		$955K Sell
10,526
-678
-6% -$57.1K 0.14% 81
2022
Q3 		$852K Buy
11,204
+500
+5% +$41.4K 0.14% 86
2022
Q2 		$977K Sell
10,704
-1,839
-15% -$161K 0.17% 100
2022
Q1 		$1.1M Sell
12,543
-202
-2% -$17.5K 0.17% 85
2021
Q4 		$1.11M Buy
12,745
+1,555
+14% +$129K 0.17% 91
2021
Q3 		$915K Buy
11,190
+486
+5% +$43.7K 0.16% 102
2021
Q2 		$977K Buy
10,704
+923
+9% +$82.2K 0.17% 100
2021
Q1 		$836K Buy
9,781
+754
+8% +$67.7K 0.15% 102
2020
Q4 		$852K Buy
9,027
+180
+2% +$15.7K 0.16% 96
2020
Q3 		$769K Buy
8,847
+557
+7% +$48.3K 0.16% 96
2020
Q2 		$724K Sell
8,290
-619
-7% -$53.4K 0.16% 82
2020
Q1 		$735K Sell
8,909
-190
-2% -$17K 0.19% 79
2019
Q4 		$862K Buy
+9,099
New +$816K 0.19% 84

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

Liberty One Investment Management's NVS Position: Q2 2026 in Review

Liberty One Investment Management reduced its Novartis (NVS) stake by 2.7% in Q2 2026, selling an estimated $19.6K and leaving 4,810 shares worth $754K. The position accounts for 0.08% of the portfolio, ranked #108.

Liberty One Investment Management first reported a position in NVS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q4 2021. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Liberty One Investment Management held 4,810 shares of Novartis worth $754K as of Q2 2026.
  • Liberty One Investment Management sold 131 Novartis shares in Q2 2026, an estimated $19.6K.
  • Novartis made up 0.08% of Liberty One Investment Management's portfolio in Q2 2026, its #108 holding.
  • Liberty One Investment Management first reported a position in Novartis in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Novartis position peaked at $1.11M in Q4 2021.
  • 1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.