Marquette Asset Management’s Novartis NVS Stock Holding History

Marquette Asset 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	-17	Closed	-$2.6K	–	919
2026 Q1	$2.6K	Hold	17	–	–	﹤0.01%	475
2025 Q4	$2.34K	Hold	17	–	–	﹤0.01%	456
2025 Q3	$2.18K	Hold	17	–	–	﹤0.01%	530
2025 Q2	$2.06K	Hold	17	–	–	﹤0.01%	127
2025 Q1	$1.9K	Hold	17	–	–	﹤0.01%	130
2024 Q4	$1.66K	Hold	17	–	–	﹤0.01%	183
2024 Q3	$1.96K	Hold	17	–	–	﹤0.01%	223
2024 Q2	$1.81K	Hold	17	–	–	﹤0.01%	183
2024 Q1	$1.65K	Hold	17	–	–	﹤0.01%	187
2023 Q4	$1.72K	Hold	17	–	–	﹤0.01%	187
2023 Q3	$1.73K	Hold	17	–	–	﹤0.01%	275
2023 Q2	$1.72K	Hold	17	–	–	﹤0.01%	288
2023 Q1	$1.56K	Sell	17 -300	-95%	-$26.2K	﹤0.01%	201
2022 Q4	$28.8K	Hold	317	–	–	0.01%	171
2022 Q3	$24K	Sell	317 -48	-13%	-$3.98K	0.01%	171
2022 Q2	$31K	Hold	365	–	–	0.01%	188
2022 Q1	$32K	Buy	365 +65	+22%	+$5.63K	0.01%	214
2021 Q4	$26K	Hold	300	–	–	0.01%	216
2021 Q3	$25K	Hold	300	–	–	0.01%	212
2021 Q2	$27K	Hold	300	–	–	0.01%	194
2021 Q1	$26K	Hold	300	–	–	0.01%	190
2020 Q4	$28K	Hold	300	–	–	0.01%	188
2020 Q3	$26K	Sell	300 -241	-45%	-$20.9K	0.01%	171
2020 Q2	$47K	Buy	541 +241	+80%	+$20.8K	0.02%	150
2020 Q1	$25K	Buy	+300	New	+$26.8K	0.01%	184

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

Marquette Asset Management's NVS Position: Q2 2026 in Review

Marquette Asset Management sold out of Novartis (NVS) in Q2 2026, closing a stake of 17 shares — an estimated $2.6K sold.

Marquette Asset Management first reported a position in NVS in Q1 2020 and held it in 25 quarters. The position peaked at $47K in Q2 2020. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Marquette Asset Management reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Marquette Asset Management sold 17 Novartis shares in Q2 2026, an estimated $2.6K.
Marquette Asset Management first reported a position in Novartis in Q1 2020 and held it in 25 quarters.
Marquette Asset Management's Novartis position peaked at $47K in Q2 2020.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.