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Merrion Investment Management’s Novartis NVS Stock Holding History

Merrion 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 		$326K Hold
2,080
– – 0.15% 95
2026
Q1 		$318K Hold
2,080
– – 0.17% 90
2025
Q4 		$287K Sell
2,080
-120
-5% -$15.7K 0.15% 100
2025
Q3 		$282K Sell
2,200
-170
-7% -$20.7K 0.16% 94
2025
Q2 		$287K Hold
2,370
– – 0.19% 88
2025
Q1 		$264K Sell
2,370
-165
-7% -$17.6K 0.19% 88
2024
Q4 		$247K Hold
2,535
– – 0.17% 90
2024
Q3 		$292K Hold
2,535
– – 0.19% 85
2024
Q2 		$270K Hold
2,535
– – 0.19% 85
2024
Q1 		$245K Hold
2,535
– – 0.18% 90
2023
Q4 		$256K Hold
2,535
– – 0.2% 80
2023
Q3 		$258K Sell
2,535
-865
-25% -$87.8K 0.22% 77
2023
Q2 		$343K Hold
3,400
– – 0.29% 66
2023
Q1 		$313K Hold
3,400
– – 0.3% 61
2022
Q4 		$308K Sell
3,400
-350
-9% -$29.5K 0.29% 62
2022
Q3 		$285K Hold
3,750
– – 0.28% 66
2022
Q2 		$317K Sell
3,750
-190
-5% -$16.7K 0.31% 64
2022
Q1 		$345K Buy
3,940
+2
+0.1% +$173 0.25% 72
2021
Q4 		$344K Hold
3,938
– – 0.25% 73
2021
Q3 		$322K Hold
3,938
– – 0.25% 71
2021
Q2 		$359K Sell
3,938
-110
-3% -$9.79K 0.27% 68
2021
Q1 		$346K Buy
4,048
+1
+0% +$90 0.29% 63
2020
Q4 		$382K Buy
+4,047
New +$354K 0.32% 59

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Merrion Investment Management held its Novartis (NVS) position steady in Q2 2026 at 2,080 shares worth $326K. The position accounts for 0.15% of the portfolio, ranked #95.

Merrion Investment Management first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. The position peaked at $382K in Q4 2020. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Merrion Investment Management held 2,080 shares of Novartis worth $326K as of Q2 2026.
  • Merrion Investment Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.15% of Merrion Investment Management's portfolio in Q2 2026, its #95 holding.
  • Merrion Investment Management first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
  • Merrion Investment Management's Novartis position peaked at $382K in Q4 2020.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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