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Martin Investment Management’s Novartis NVS Stock Holding History

Martin Investment 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 		$24.6M Sell
157,179
-5,025
-3% -$753K 8.22% 1
2026
Q1 		$24.8M Sell
162,204
-49,300
-23% -$7.56M 7.42% 2
2025
Q4 		$29.2M Sell
211,504
-6,239
-3% -$817K 8.16% 1
2025
Q3 		$27.9M Sell
217,743
-1,515
-0.7% -$185K 7.1% 1
2025
Q2 		$26.5M Sell
219,258
-13,495
-6% -$1.52M 6.8% 3
2025
Q1 		$25.9M Buy
232,753
+5,670
+2% +$604K 6.55% 4
2024
Q4 		$22.1M Sell
227,083
-7,553
-3% -$805K 6.07% 7
2024
Q3 		$27M Buy
234,636
+5,700
+2% +$647K 6.61% 3
2024
Q2 		$24.4M Sell
228,936
-7,864
-3% -$789K 6.25% 3
2024
Q1 		$22.9M Buy
236,800
+10,665
+5% +$1.09M 5.63% 5
2023
Q4 		$22.8M Sell
226,135
-3,049
-1% -$294K 6.8% 3
2023
Q3 		$23.3M Sell
229,184
-9,325
-4% -$947K 7% 2
2023
Q2 		$24.1M Sell
238,509
-57,940
-20% -$5.8M 6.79% 3
2023
Q1 		$27.3M Sell
296,449
-16,531
-5% -$1.44M 7.85% 1
2022
Q4 		$28.4M Sell
312,980
-9,287
-3% -$782K 8.91% 1
2022
Q3 		$24.5M Buy
322,267
+995
+0.3% +$82.5K 8.57% 1
2022
Q2 		$27.2M Buy
321,272
+2,635
+0.8% +$231K 7.68% 1
2022
Q1 		$28M Buy
318,637
+2,638
+0.8% +$228K 7.08% 1
2021
Q4 		$27.6M Buy
315,999
+26,075
+9% +$2.17M 6.85% 3
2021
Q3 		$23.7M Buy
289,924
+21,355
+8% +$1.92M 5.98% 4
2021
Q2 		$24.5M Buy
268,569
+7,560
+3% +$673K 6.31% 1
2021
Q1 		$22.3M Buy
261,009
+91,990
+54% +$8.26M 6.3% 2
2020
Q4 		$16M Sell
169,019
-1,740
-1% -$152K 5.1% 4
2020
Q3 		$14.8M Buy
170,759
+26,700
+19% +$2.31M 5.36% 6
2020
Q2 		$12.6M Buy
144,059
+10,813
+8% +$933K 5.24% 6
2020
Q1 		$11M Buy
133,246
+10,935
+9% +$976K 5.56% 3
2019
Q4 		$11.6M Buy
122,311
+2,521
+2% +$226K 4.02% 7
2019
Q3 		$10.4M Sell
119,790
-13,630
-10% -$1.22M 2.55% 25
2019
Q2 		$12.2M Buy
133,420
+25,051
+23% +$2.12M 3.06% 16
2019
Q1 		$9.34M Buy
+108,369
New +$8.7M 2.43% 26

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

Martin Investment Management's NVS Position: Q2 2026 in Review

Martin Investment Management reduced its Novartis (NVS) stake by 3.1% in Q2 2026, selling an estimated $753K and leaving 157,179 shares worth $24.6M. The position accounts for 8.22% of the portfolio, ranked #1.

Martin Investment Management first reported a position in NVS in Q1 2019 and has held it in 30 quarters since. The position peaked at $29.2M in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Martin Investment Management held 157,179 shares of Novartis worth $24.6M as of Q2 2026.
  • Martin Investment Management sold 5,025 Novartis shares in Q2 2026, an estimated $753K.
  • Novartis made up 8.22% of Martin Investment Management's portfolio in Q2 2026, its #1 holding.
  • Martin Investment Management first reported a position in Novartis in Q1 2019 and has held it in 30 quarters since.
  • Martin Investment Management's Novartis position peaked at $29.2M in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Martin Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.