MQS Management’s Novartis NVS Stock Holding History

MQS 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	$519K	Buy	+3,314	New	+$497K	0.63%	28
2026 Q1	–	Sell	-2,171	Closed	-$299K	–	528
2025 Q4	$299K	Buy	+2,171	New	+$284K	0.18%	248
2024 Q3	–	Sell	-3,772	Closed	-$402K	–	585
2024 Q2	$402K	Sell	3,772 -3,879	-51%	-$389K	0.24%	165
2024 Q1	$740K	Buy	+7,651	New	+$784K	0.42%	48
2022 Q4	–	Sell	-8,966	Closed	-$682K	–	524
2022 Q3	$682K	Sell	8,966 -298	-3%	-$24.7K	0.44%	46
2022 Q2	$783K	Buy	9,264 +3,275	+55%	+$287K	0.54%	21
2022 Q1	$526K	Buy	+5,989	New	+$519K	0.43%	60

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

MQS Management's NVS Position: Q2 2026 in Review

MQS Management opened a new position in Novartis (NVS) in Q2 2026: 3,314 shares worth $519K. The stake represents 0.63% of the portfolio and ranks #28 among its holdings. This is a return to the name: MQS Management previously reported a position in NVS as recently as Q4 2025.

MQS Management first reported a position in NVS in Q1 2022 and has held it in 7 quarters since. The position peaked at $783K in Q2 2022. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

MQS Management held 3,314 shares of Novartis worth $519K as of Q2 2026.
Novartis was a new MQS Management position in Q2 2026.
Novartis made up 0.63% of MQS Management's portfolio in Q2 2026, its #28 holding.
MQS Management first reported a position in Novartis in Q1 2022 and has held it in 7 quarters since.
MQS Management's Novartis position peaked at $783K in Q2 2022.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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