Mitsubishi UFJ Asset Management
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Mitsubishi UFJ Asset Management’s Novartis NVS Stock Holding History

Mitsubishi UFJ Asset 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 		$171K Sell
1,088
-246
-18% -$36.9K ﹤0.01% 1041
2026
Q1 		$204K Sell
1,334
-33
-2% -$5.06K ﹤0.01% 974
2025
Q4 		$189K Sell
1,367
-170
-11% -$22.3K ﹤0.01% 1028
2025
Q3 		$197K Buy
1,537
+3
+0.2% +$366 ﹤0.01% 995
2025
Q2 		$186K Sell
1,534
-340
-18% -$38.3K ﹤0.01% 986
2025
Q1 		$209K Buy
1,874
+157
+9% +$16.7K ﹤0.01% 954
2024
Q4 		$168K Sell
1,717
-167
-9% -$17.8K ﹤0.01% 1015
2024
Q3 		$217K Sell
1,884
-177
-9% -$20.1K ﹤0.01% 955
2024
Q2 		$219K Sell
2,061
-406
-16% -$40.8K ﹤0.01% 955
2024
Q1 		$239K Sell
2,467
-113
-4% -$11.6K ﹤0.01% 943
2023
Q4 		$270K Buy
2,580
+585
+29% +$56.5K ﹤0.01% 983
2023
Q3 		$203K Buy
1,995
+105
+6% +$10.7K ﹤0.01% 1022
2023
Q2 		$191K Sell
1,890
-475
-20% -$47.5K ﹤0.01% 1044
2023
Q1 		$218K Buy
2,365
+185
+8% +$16.2K ﹤0.01% 1018
2022
Q4 		$201K Buy
2,180
+97
+5% +$8.17K ﹤0.01% 1018
2022
Q3 		$158K Buy
2,083
+144
+7% +$11.9K ﹤0.01% 1052
2022
Q2 		$164K Sell
1,939
-842
-30% -$73.9K ﹤0.01% 1061
2022
Q1 		$244K Hold
2,781
– – ﹤0.01% 1028
2021
Q4 		$244K Buy
2,781
+268
+11% +$22.3K ﹤0.01% 1050
2021
Q3 		$206K Sell
2,513
-56
-2% -$5.04K ﹤0.01% 1058
2021
Q2 		$234K Sell
2,569
-524
-17% -$46.7K ﹤0.01% 1074
2021
Q1 		$264K Buy
3,093
+1,086
+54% +$97.5K ﹤0.01% 964
2020
Q4 		$190K Buy
2,007
+314
+19% +$27.4K ﹤0.01% 960
2020
Q3 		$147K Buy
1,693
+28
+2% +$2.43K ﹤0.01% 929
2020
Q2 		$145K Buy
1,665
+180
+12% +$15.5K ﹤0.01% 927
2020
Q1 		$122K Buy
1,485
+339
+30% +$30.2K ﹤0.01% 907
2019
Q4 		$109K Sell
1,146
-145
-11% -$13K ﹤0.01% 946
2019
Q3 		$112K Buy
1,291
+192
+17% +$17.2K ﹤0.01% 893
2019
Q2 		$100K Sell
1,099
-454
-29% -$38.4K ﹤0.01% 918
2019
Q1 		$134K Buy
1,553
+136
+10% +$10.9K ﹤0.01% 847
2018
Q4 		$108K Sell
1,417
-86
-6% -$6.69K ﹤0.01% 839
2018
Q3 		$116K Buy
+1,503
New +$111K ﹤0.01% 837

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

Mitsubishi UFJ Asset Management's NVS Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management reduced its Novartis (NVS) stake by 18% in Q2 2026, selling an estimated $36.9K and leaving 1,088 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Mitsubishi UFJ Asset Management first reported a position in NVS in Q3 2018 and has held it in 32 quarters since. The position peaked at $270K in Q4 2023. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Mitsubishi UFJ Asset Management held 1,088 shares of Novartis worth $171K as of Q2 2026.
  • Mitsubishi UFJ Asset Management sold 246 Novartis shares in Q2 2026, an estimated $36.9K.
  • Novartis made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #1041 holding.
  • Mitsubishi UFJ Asset Management first reported a position in Novartis in Q3 2018 and has held it in 32 quarters since.
  • Mitsubishi UFJ Asset Management's Novartis position peaked at $270K in Q4 2023.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.