Mercer Global Advisors’s Novartis NVS Stock Holding History

Mercer Global Advisors’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	$25.4M	Buy	161,839 +1,075	+0.7%	+$161K	0.03%	302
2026 Q1	$24.6M	Buy	160,764 +4,606	+3%	+$706K	0.04%	281
2025 Q4	$24.1M	Buy	156,158 +19,787	+15%	+$2.59M	0.04%	291
2025 Q3	$17.5M	Buy	136,371 +1,465	+1%	+$179K	0.03%	344
2025 Q2	$16.3M	Sell	134,906 -7,101	-5%	-$800K	0.03%	287
2025 Q1	$15.8M	Sell	142,007 -3,752	-3%	-$399K	0.04%	271
2024 Q4	$14.2M	Sell	145,759 -2,411	-2%	-$257K	0.03%	283
2024 Q3	$17M	Sell	148,170 -4,885	-3%	-$554K	0.04%	230
2024 Q2	$14.5M	Buy	153,055 +5,285	+4%	+$531K	0.04%	237
2024 Q1	$14.3M	Buy	147,770 +36,704	+33%	+$3.76M	0.04%	244
2023 Q4	$11.2M	Buy	111,066 +2,851	+3%	+$275K	0.03%	283
2023 Q3	$11M	Buy	108,215 +6,046	+6%	+$614K	0.04%	253
2023 Q2	$10.3M	Buy	102,169 +10,151	+11%	+$1.02M	0.04%	286
2023 Q1	$8.47M	Sell	92,018 -4,258	-4%	-$372K	0.04%	300
2022 Q4	$8.73M	Sell	96,276 -527	-0.5%	-$44.4K	0.04%	297
2022 Q3	$7.36M	Buy	96,803 +2,239	+2%	+$186K	0.04%	289
2022 Q2	$7.99M	Buy	94,564 +14,190	+18%	+$1.24M	0.05%	262
2022 Q1	$7.05M	Buy	80,374 +24,334	+43%	+$2.11M	0.04%	297
2021 Q4	$4.9M	Buy	56,040 +3,634	+7%	+$302K	0.03%	381
2021 Q3	$4.29M	Buy	52,406 +11,183	+27%	+$1.01M	0.03%	389
2021 Q2	$3.76M	Sell	41,223 -4,370	-10%	-$389K	0.03%	389
2021 Q1	$3.9M	Sell	45,593 -6,504	-12%	-$584K	0.04%	348
2020 Q4	$4.92M	Buy	52,097 +185	+0.4%	+$16.2K	0.06%	231
2020 Q3	$4.51M	Sell	51,912 -31,722	-38%	-$2.75M	0.07%	215
2020 Q2	$7.3M	Buy	83,634 +1,713	+2%	+$148K	0.13%	114
2020 Q1	$6.75M	Buy	81,921 +14,901	+22%	+$1.33M	0.15%	120
2019 Q4	$6.35M	Buy	67,020 +1,272	+2%	+$114K	0.13%	141
2019 Q3	$5.71M	Buy	65,748 +4,245	+7%	+$381K	0.13%	136
2019 Q2	$5.62M	Buy	61,503 +6,331	+11%	+$536K	0.15%	125
2019 Q1	$4.75M	Buy	+55,172	New	+$4.43M	0.17%	110

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

Mercer Global Advisors's NVS Position: Q2 2026 in Review

Mercer Global Advisors increased its Novartis (NVS) stake by 0.67% in Q2 2026, buying an estimated $161K and bringing the position to 161,839 shares worth $25.4M. The position accounts for 0.03% of the portfolio, ranked #302.

Mercer Global Advisors first reported a position in NVS in Q1 2019 and has held it in 30 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Mercer Global Advisors held 161,839 shares of Novartis worth $25.4M as of Q2 2026.
Mercer Global Advisors bought 1,075 Novartis shares in Q2 2026, an estimated $161K.
Novartis made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #302 holding.
Mercer Global Advisors first reported a position in Novartis in Q1 2019 and has held it in 30 quarters since.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.