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Luminist Capital’s Novartis NVS Stock Holding History

Luminist Capital’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 		$2.04K Buy
+13
New +$1.95K ﹤0.01% 337
2026
Q1 		– Sell
-13
Closed -$1.79K – 220
2025
Q4 		$1.79K Buy
+13
New +$1.7K ﹤0.01% 229

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

Luminist Capital's NVS Position: Q2 2026 in Review

Luminist Capital opened a new position in Novartis (NVS) in Q2 2026: 13 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Luminist Capital previously reported a position in NVS as recently as Q4 2025.

Luminist Capital first reported a position in NVS in Q4 2025 and has held it in 2 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Luminist Capital held 13 shares of Novartis worth $2.04K as of Q2 2026.
  • Novartis was a new Luminist Capital position in Q2 2026.
  • Novartis made up ﹤0.01% of Luminist Capital's portfolio in Q2 2026, its #337 holding.
  • Luminist Capital first reported a position in Novartis in Q4 2025 and has held it in 2 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.