MMBG Investment Advisors’s Novartis NVS Stock Holding History

MMBG Investment 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	–	Sell	-1,492	Closed	-$228K	–	182
2026 Q1	$228K	Hold	1,492	–	–	0.02%	168
2025 Q4	$206K	Sell	1,492 -2,000	-57%	-$262K	0.02%	176
2025 Q3	$448K	Hold	3,492	–	–	0.04%	145
2025 Q2	$423K	Hold	3,492	–	–	0.04%	143
2025 Q1	$389K	Hold	3,492	–	–	0.04%	136
2024 Q4	$340K	Sell	3,492 -1,510	-30%	-$161K	0.04%	142
2024 Q3	$575K	Hold	5,002	–	–	0.06%	114
2024 Q2	$533K	Hold	5,002	–	–	0.06%	113
2024 Q1	$484K	Sell	5,002 -490	-9%	-$50.2K	0.05%	123
2023 Q4	$555K	Hold	5,492	–	–	0.07%	120
2023 Q3	$559K	Hold	5,492	–	–	0.07%	109
2023 Q2	$541K	Hold	5,492	–	–	0.07%	114
2023 Q1	$505K	Hold	5,492	–	–	0.06%	116
2022 Q4	$498K	Buy	5,492 +1,696	+45%	+$143K	0.07%	118
2022 Q3	$289K	Hold	3,796	–	–	0.04%	136
2022 Q2	$321K	Hold	3,796	–	–	0.04%	133
2022 Q1	$333K	Hold	3,796	–	–	0.03%	134
2021 Q4	$332K	Buy	+3,796	New	+$315K	0.03%	143

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

MMBG Investment Advisors's NVS Position: Q2 2026 in Review

MMBG Investment Advisors sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,492 shares — an estimated $228K sold.

MMBG Investment Advisors first reported a position in NVS in Q4 2021 and held it in 18 quarters. The position peaked at $575K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

MMBG Investment Advisors reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
MMBG Investment Advisors sold 1,492 Novartis shares in Q2 2026, an estimated $228K.
MMBG Investment Advisors first reported a position in Novartis in Q4 2021 and held it in 18 quarters.
MMBG Investment Advisors's Novartis position peaked at $575K in Q3 2024.
1,179 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.