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Logan Capital Management’s Novartis NVS Stock Holding History

Logan 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 		– Sell
-64,670
Closed -$9.88M – 622
2026
Q1 		$9.88M Buy
+64,670
New +$9.91M 0.43% 68

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

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

Logan Capital Management opened a new position in Novartis (NVS) in Q2 2026: 73,584 shares worth $11.5M. The stake represents 0.43% of the portfolio and ranks #57 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in NVS as recently as Q4 2025.

Logan Capital Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Logan Capital Management held 73,584 shares of Novartis worth $11.5M as of Q2 2026.
  • Novartis was a new Logan Capital Management position in Q2 2026.
  • Novartis made up 0.43% of Logan Capital Management's portfolio in Q2 2026, its #57 holding.
  • Logan Capital Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.