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Marietta Investment Partners’s Novartis NVS Stock Holding History

Marietta Investment Partners’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 		$3.14M Hold
20,019
– – 0.54% 51
2026
Q1 		$3.06M Buy
20,019
+1,782
+10% +$273K 0.61% 51
2025
Q4 		$2.51M Buy
18,237
+488
+3% +$63.9K 0.5% 56
2025
Q3 		$2.28M Buy
17,749
+645
+4% +$78.7K 0.44% 58
2025
Q2 		$2.07M Sell
17,104
-600
-3% -$67.6K 0.45% 54
2025
Q1 		$1.97M Sell
17,704
-110
-0.6% -$11.7K 0.48% 56
2024
Q4 		$1.73M Sell
17,814
-3,340
-16% -$356K 0.38% 59
2024
Q3 		$2.43M Sell
21,154
-250
-1% -$28.4K 0.52% 52
2024
Q2 		$2.28M Sell
21,404
-140
-0.6% -$14.1K 0.5% 52
2024
Q1 		$2.08M Buy
21,544
+392
+2% +$40.2K 0.46% 56
2023
Q4 		$2.14M Buy
21,152
+7,680
+57% +$741K 0.53% 54
2023
Q3 		$1.37M Buy
13,472
+90
+0.7% +$9.13K 0.38% 60
2023
Q2 		$1.35M Buy
+13,382
New +$1.34M 0.35% 63
2021
Q3 		– Sell
-2,362
Closed -$216K – 184
2021
Q2 		$216K Buy
+2,362
New +$210K 0.05% 175
2021
Q1 		– Sell
-2,128
Closed -$201K – 174
2020
Q4 		$201K Buy
+2,128
New +$186K 0.05% 154
2016
Q1 		– Sell
-11,028
Closed -$850K – 136
2015
Q4 		$850K Sell
11,028
-2,366
-18% -$188K 0.34% 70
2015
Q3 		$1.08M Sell
13,394
-3,933
-23% -$350K 0.42% 51
2015
Q2 		$1.53M Buy
17,327
+7,243
+72% +$664K 0.59% 43
2015
Q1 		$891K Buy
10,084
+2,857
+40% +$253K 0.35% 64
2014
Q4 		$600K Buy
+7,227
New +$599K 0.24% 67

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Marietta Investment Partners's NVS Position: Q2 2026 in Review

Marietta Investment Partners held its Novartis (NVS) position steady in Q2 2026 at 20,019 shares worth $3.14M. The position accounts for 0.54% of the portfolio, ranked #51.

Marietta Investment Partners first reported a position in NVS in Q4 2014 and has held it in 20 quarters since. 1,449 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Marietta Investment Partners held 20,019 shares of Novartis worth $3.14M as of Q2 2026.
  • Marietta Investment Partners left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.54% of Marietta Investment Partners's portfolio in Q2 2026, its #51 holding.
  • Marietta Investment Partners first reported a position in Novartis in Q4 2014 and has held it in 20 quarters since.
  • 1,449 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.