Monetary Management Group’s Novartis NVS Stock Holding History

Monetary Management 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	$197K	Hold	1,259	–	–	0.04%	209
2026 Q1	$192K	Hold	1,259	–	–	0.05%	198
2025 Q4	$174K	Hold	1,259	–	–	0.04%	200
2025 Q3	$161K	Hold	1,259	–	–	0.04%	208
2025 Q2	$152K	Hold	1,259	–	–	0.04%	212
2025 Q1	$140K	Hold	1,259	–	–	0.04%	218
2024 Q4	$123K	Hold	1,259	–	–	0.03%	224
2024 Q3	$145K	Hold	1,259	–	–	0.04%	219
2024 Q2	$134K	Hold	1,259	–	–	0.04%	218
2024 Q1	$122K	Hold	1,259	–	–	0.03%	221
2023 Q4	$127K	Hold	1,259	–	–	0.04%	210
2023 Q3	$128K	Hold	1,259	–	–	0.04%	206
2023 Q2	$127K	Hold	1,259	–	–	0.04%	211
2023 Q1	$116K	Hold	1,259	–	–	0.03%	211
2022 Q4	$114K	Hold	1,259	–	–	0.04%	216
2022 Q3	$96K	Hold	1,259	–	–	0.03%	217
2022 Q2	$106K	Hold	1,259	–	–	0.03%	209
2022 Q1	$110K	Hold	1,259	–	–	0.03%	217
2021 Q4	$110K	Hold	1,259	–	–	0.03%	220
2021 Q3	$103K	Hold	1,259	–	–	0.03%	221
2021 Q2	$115K	Hold	1,259	–	–	0.03%	207
2021 Q1	$108K	Sell	1,259 -84	-6%	-$7.54K	0.03%	203
2020 Q4	$127K	Hold	1,343	–	–	0.04%	189
2020 Q3	$117K	Hold	1,343	–	–	0.04%	184
2020 Q2	$117K	Hold	1,343	–	–	0.04%	177
2020 Q1	$111K	Hold	1,343	–	–	0.05%	161
2019 Q4	$127K	Hold	1,343	–	–	0.05%	185
2019 Q3	$117K	Hold	1,343	–	–	0.04%	190
2019 Q2	$123K	Sell	1,343 -156	-10%	-$13.2K	0.05%	186
2019 Q1	$129K	Hold	1,499	–	–	0.05%	186
2018 Q4	$115K	Hold	1,499	–	–	0.05%	175
2018 Q3	$116K	Hold	1,499	–	–	0.04%	184
2018 Q2	$101K	Sell	1,499 -335	-18%	-$23.1K	0.04%	196
2018 Q1	$133K	Hold	1,834	–	–	0.06%	171
2017 Q4	$138K	Hold	1,834	–	–	0.06%	174
2017 Q3	$141K	Hold	1,834	–	–	0.06%	168
2017 Q2	$137K	Hold	1,834	–	–	0.06%	177
2017 Q1	$122K	Hold	1,834	–	–	0.05%	177
2016 Q4	$120K	Sell	1,834 -390	-18%	-$25.3K	0.06%	172
2016 Q3	$157K	Sell	2,224 -391	-15%	-$28.5K	0.07%	157
2016 Q2	$193K	Hold	2,615	–	–	0.09%	143
2016 Q1	$170K	Sell	2,615 -2,009	-43%	-$137K	0.08%	150
2015 Q4	$356K	Hold	4,624	–	–	0.17%	107
2015 Q3	$381K	Buy	4,624 +1,116	+32%	+$99.3K	0.19%	106
2015 Q2	$309K	Buy	3,508 +893	+34%	+$81.9K	0.14%	126
2015 Q1	$231K	Buy	2,615 +84	+3%	+$7.45K	0.1%	144
2014 Q4	$210K	Buy	2,531 +112	+5%	+$9.28K	0.09%	155
2014 Q3	$204K	Buy	2,419 +1,303	+117%	+$105K	0.09%	160
2014 Q2	$91K	Sell	1,116 -1,953	-64%	-$154K	0.04%	209
2014 Q1	$234K	Sell	3,069 -1,116	-27%	-$81.3K	0.11%	139
2013 Q4	$301K	Hold	4,185	–	–	0.14%	125
2013 Q3	$288K	Buy	4,185 +279	+7%	+$18.5K	0.15%	125
2013 Q2	$247K	Buy	+3,906	New	+$254K	0.14%	139

Other funds holding NVS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monetary Management Group's NVS Position: Q2 2026 in Review

Monetary Management Group held its Novartis (NVS) position steady in Q2 2026 at 1,259 shares worth $197K. The position accounts for 0.04% of the portfolio, ranked #209.

Monetary Management Group first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $381K in Q3 2015. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Monetary Management Group held 1,259 shares of Novartis worth $197K as of Q2 2026.
Monetary Management Group left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.04% of Monetary Management Group's portfolio in Q2 2026, its #209 holding.
Monetary Management Group first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
Monetary Management Group's Novartis position peaked at $381K in Q3 2015.
1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.