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Mesirow Financial Investment Management’s Novartis NVS Stock Holding History

Mesirow Financial 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 		$680K Sell
4,341
-4,319
-50% -$647K 0.01% 325
2026
Q1 		$1.32M Buy
8,660
+4,041
+87% +$619K 0.02% 244
2025
Q4 		$637K Sell
4,619
-11
-0.2% -$1.44K 0.01% 296
2025
Q3 		$594K Hold
4,630
– – 0.01% 352
2025
Q2 		$560K Sell
4,630
-43
-0.9% -$4.85K 0.01% 345
2025
Q1 		$521K Sell
4,673
-100
-2% -$10.6K 0.01% 347
2024
Q4 		$464K Buy
4,773
+200
+4% +$21.3K 0.01% 367
2024
Q3 		$526K Buy
4,573
+119
+3% +$13.5K 0.01% 357
2024
Q2 		$474K Sell
4,454
-366
-8% -$36.7K 0.01% 335
2024
Q1 		$466K Buy
4,820
+959
+25% +$98.3K 0.01% 349
2023
Q4 		$390K Buy
+3,861
New +$373K 0.01% 361

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

Mesirow Financial Investment Management's NVS Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Novartis (NVS) stake by 50% in Q2 2026, selling an estimated $647K and leaving 4,341 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #325.

Mesirow Financial Investment Management first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2026. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mesirow Financial Investment Management held 4,341 shares of Novartis worth $680K as of Q2 2026.
  • Mesirow Financial Investment Management sold 4,319 Novartis shares in Q2 2026, an estimated $647K.
  • Novartis made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #325 holding.
  • Mesirow Financial Investment Management first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Novartis position peaked at $1.32M in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.