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Millstone Evans Group’s Novartis NVS Stock Holding History

Millstone Evans Group’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 		$486K Hold
3,102
– – 0.26% 66
2026
Q1 		$474K Hold
3,102
– – 0.28% 69
2025
Q4 		$428K Hold
3,102
– – 0.25% 73
2025
Q3 		$398K Hold
3,102
– – 0.25% 68
2025
Q2 		$375K Sell
3,102
-30
-1% -$3.38K 0.26% 72
2025
Q1 		$349K Hold
3,132
– – 0.24% 77
2024
Q4 		$305K Buy
+3,132
New +$334K 0.21% 82

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Millstone Evans Group's NVS Position: Q2 2026 in Review

Millstone Evans Group held its Novartis (NVS) position steady in Q2 2026 at 3,102 shares worth $486K. The position accounts for 0.26% of the portfolio, ranked #66.

Millstone Evans Group first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Millstone Evans Group held 3,102 shares of Novartis worth $486K as of Q2 2026.
  • Millstone Evans Group left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.26% of Millstone Evans Group's portfolio in Q2 2026, its #66 holding.
  • Millstone Evans Group first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.