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Matthew Hamilton Rosenberg’s Novartis NVS Stock Holding History

Matthew Hamilton Rosenberg’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 		$283K Buy
1,803
+461
+34% +$69.1K 0.05% 175
2026
Q1 		$205K Hold
1,342
– – 0.04% 208
2025
Q4 		$185K Hold
1,342
– – 0.04% 219
2025
Q3 		$172K Buy
1,342
+35
+3% +$4.27K 0.04% 234
2025
Q2 		$158K Hold
1,307
– – 0.04% 241
2025
Q1 		$146K Hold
1,307
– – 0.04% 242
2024
Q4 		$127K Sell
1,307
-7
-0.5% -$746 0.03% 269
2024
Q3 		$151K Buy
1,314
+126
+11% +$14.3K 0.04% 241
2024
Q2 		$127K Sell
1,188
-134
-10% -$13.5K 0.04% 247
2024
Q1 		$127K Sell
1,322
-1
-0.1% -$103 0.04% 272
2023
Q4 		$134K Sell
1,323
-2
-0.2% -$193 0.04% 245
2023
Q3 		$135K Buy
1,325
+60
+5% +$6.09K 0.05% 238
2023
Q2 		$128K Buy
1,265
+2
+0.2% +$200 0.04% 253
2023
Q1 		$116K Sell
1,263
-213
-14% -$18.6K 0.04% 283
2022
Q4 		$134K Hold
1,476
– – 0.05% 256
2022
Q3 		$112K Hold
1,476
– – 0.04% 261
2022
Q2 		$125K Buy
1,476
+644
+77% +$56.5K 0.05% 255
2022
Q1 		$73K Buy
832
+91
+12% +$7.88K 0.03% 371
2021
Q4 		$65K Sell
741
-267
-26% -$22.2K 0.02% 374
2021
Q3 		$82K Sell
1,008
-540
-35% -$48.6K 0.03% 312
2021
Q2 		$141K Buy
1,548
+170
+12% +$15.1K 0.07% 200
2021
Q1 		$118K Buy
1,378
+260
+23% +$23.3K 0.07% 223
2020
Q4 		$106K Hold
1,118
– – 0.07% 223
2020
Q3 		$97K Sell
1,118
-26
-2% -$2.25K 0.07% 212
2020
Q2 		$100K Buy
1,144
+135
+13% +$11.7K 0.08% 191
2020
Q1 		$84K Buy
+1,009
New +$90K 0.08% 159

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

Matthew Hamilton Rosenberg's NVS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Novartis (NVS) stake by 34% in Q2 2026, buying an estimated $69.1K and bringing the position to 1,803 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #175.

Matthew Hamilton Rosenberg first reported a position in NVS in Q1 2020 and has held it in 26 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,803 shares of Novartis worth $283K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 461 Novartis shares in Q2 2026, an estimated $69.1K.
  • Novartis made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #175 holding.
  • Matthew Hamilton Rosenberg first reported a position in Novartis in Q1 2020 and has held it in 26 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.