Lido Advisors’s Novartis NVS Stock Holding History

Lido 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
2024 Q4	–	Sell	-3,500	Closed	-$403K	–	1571
2024 Q3	$403K	Hold	3,500	–	–	﹤0.01%	1035
2024 Q2	$373K	Hold	3,500	–	–	﹤0.01%	1026
2024 Q1	$339K	Hold	3,500	–	–	﹤0.01%	1042
2023 Q4	$353K	Hold	3,500	–	–	﹤0.01%	970
2023 Q3	$337K	Buy	+3,500	New	+$355K	﹤0.01%	878

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

Lido Advisors's NVS Position: Q2 2026 in Review

Lido Advisors increased its Novartis (NVS) stake by 6.1% in Q2 2026, buying an estimated $319K and bringing the position to 36,804 shares worth $5.77M. The position accounts for 0.02% of the portfolio, ranked #473.

Lido Advisors first reported a position in NVS in Q4 2017 and has held it in 35 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Lido Advisors held 36,804 shares of Novartis worth $5.77M as of Q2 2026.
Lido Advisors bought 2,126 Novartis shares in Q2 2026, an estimated $319K.
Novartis made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #473 holding.
Lido Advisors first reported a position in Novartis in Q4 2017 and has held it in 35 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.