Mraz Amerine & Associates’s Novartis NVS Stock Holding History

Mraz Amerine & Associates’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	$713K	Hold	4,552	–	–	0.1%	103
2026 Q1	$695K	Sell	4,552 -1,746	-28%	-$268K	0.1%	104
2025 Q4	$868K	Hold	6,298	–	–	0.13%	91
2025 Q3	$808K	Hold	6,298	–	–	0.13%	102
2025 Q2	$762K	Buy	6,298 +1,706	+37%	+$192K	0.12%	103
2025 Q1	$517K	Hold	4,592	–	–	0.09%	109
2024 Q4	$447K	Hold	4,592	–	–	0.08%	113
2024 Q3	$528K	Sell	4,592 -1,706	-27%	-$194K	0.1%	112
2024 Q2	$670K	Sell	6,298 -100	-2%	-$10K	0.14%	98
2024 Q1	$619K	Sell	6,398 -33	-0.5%	-$3.38K	0.12%	106
2023 Q4	$649K	Hold	6,431	–	–	0.14%	99
2023 Q3	$655K	Hold	6,431	–	–	0.15%	93
2023 Q2	$649K	Buy	6,431 +40	+0.6%	+$4K	0.15%	96
2023 Q1	$588K	Hold	6,391	–	–	0.14%	98
2022 Q4	$580K	Hold	6,391	–	–	0.14%	96
2022 Q3	$486K	Buy	6,391 +246	+4%	+$20.4K	0.13%	98
2022 Q2	$519K	Sell	6,145 -100	-2%	-$8.77K	0.13%	95
2022 Q1	$548K	Hold	6,245	–	–	0.13%	98
2021 Q4	$546K	Hold	6,245	–	–	0.14%	96
2021 Q3	$511K	Hold	6,245	–	–	0.14%	98
2021 Q2	$570K	Hold	6,245	–	–	0.15%	92
2021 Q1	$534K	Hold	6,245	–	–	0.16%	94
2020 Q4	$590K	Hold	6,245	–	–	0.2%	78
2020 Q3	$543K	Sell	6,245 -1,000	-14%	-$86.6K	0.2%	69
2020 Q2	$633K	Hold	7,245	–	–	0.24%	62
2020 Q1	$597K	Sell	7,245 -61	-0.8%	-$5.44K	0.23%	57
2019 Q4	$692K	Hold	7,306	–	–	0.2%	68
2019 Q3	$635K	Hold	7,306	–	–	0.19%	71
2019 Q2	$667K	Sell	7,306 -847	-10%	-$71.7K	0.2%	66
2019 Q1	$702K	Hold	8,153	–	–	0.22%	60
2018 Q4	$627K	Hold	8,153	–	–	0.21%	62
2018 Q3	$629K	Hold	8,153	–	–	0.19%	77
2018 Q2	$552K	Hold	8,153	–	–	0.17%	88
2018 Q1	$591K	Buy	8,153 +111	+1%	+$8.45K	0.19%	76
2017 Q4	$605K	Sell	8,042 -669	-8%	-$50.5K	0.19%	77
2017 Q3	$670K	Sell	8,711 -1,025	-11%	-$77.4K	0.21%	71
2017 Q2	$728K	Hold	9,736	–	–	0.23%	64
2017 Q1	$672K	Sell	9,736 -223	-2%	-$14.9K	0.21%	68
2016 Q4	$650K	Sell	9,959 -2	-0%	-$130	0.2%	71
2016 Q3	$705K	Hold	9,961	–	–	0.24%	60
2016 Q2	$736K	Hold	9,961	–	–	0.26%	60
2016 Q1	$647K	Buy	9,961 +2	+0%	+$136	0.24%	62
2015 Q4	$768K	Hold	9,959	–	–	0.29%	56
2015 Q3	$820K	Hold	9,959	–	–	0.32%	49
2015 Q2	$878K	Hold	9,959	–	–	0.33%	51
2015 Q1	$880K	Hold	9,959	–	–	0.33%	53
2014 Q4	$827K	Buy	9,959 +68	+0.7%	+$5.64K	0.31%	54
2014 Q3	$834K	Buy	9,891 +229	+2%	+$18.5K	0.32%	57
2014 Q2	$784K	Buy	9,662 +672	+7%	+$52.9K	0.3%	53
2014 Q1	$685K	Sell	8,990 -422	-4%	-$30.8K	0.29%	57
2013 Q4	$678K	Hold	9,412	–	–	0.3%	56
2013 Q3	$647K	Sell	9,412 -279	-3%	-$18.5K	0.31%	51
2013 Q2	$614K	Buy	+9,691	New	+$631K	0.31%	54

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

Mraz Amerine & Associates's NVS Position: Q2 2026 in Review

Mraz Amerine & Associates held its Novartis (NVS) position steady in Q2 2026 at 4,552 shares worth $713K. The position accounts for 0.1% of the portfolio, ranked #103.

Mraz Amerine & Associates first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $880K in Q1 2015. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Mraz Amerine & Associates held 4,552 shares of Novartis worth $713K as of Q2 2026.
Mraz Amerine & Associates left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.1% of Mraz Amerine & Associates's portfolio in Q2 2026, its #103 holding.
Mraz Amerine & Associates first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
Mraz Amerine & Associates's Novartis position peaked at $880K in Q1 2015.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.