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Murray Stahl’s Novartis NVS Stock Holding History

Murray Stahl’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 		$1.66M Sell
10,588
-403
-4% -$60.4K 0.02% 128
2026
Q1 		$1.68M Sell
10,991
-403
-4% -$61.8K 0.02% 132
2025
Q4 		$1.57M Sell
11,394
-403
-3% -$52.8K 0.02% 129
2025
Q3 		$1.51M Sell
11,797
-347
-3% -$42.3K 0.02% 138
2025
Q2 		$1.47M Sell
12,144
-403
-3% -$45.4K 0.02% 147
2025
Q1 		$1.4M Hold
12,547
– – 0.02% 144
2024
Q4 		$1.22M Buy
12,547
+403
+3% +$43K 0.02% 163
2024
Q3 		$1.4M Buy
12,144
+347
+3% +$39.4K 0.02% 144
2024
Q2 		$1.26M Hold
11,797
– – 0.02% 133
2024
Q1 		$1.14M Hold
11,797
– – 0.02% 149
2023
Q4 		$1.19M Sell
11,797
-403
-3% -$38.9K 0.02% 145
2023
Q3 		$1.24M Hold
12,200
– – 0.02% 128
2023
Q2 		$1.23M Hold
12,200
– – 0.03% 139
2023
Q1 		$1.12M Sell
12,200
-6,650
-35% -$581K 0.02% 145
2022
Q4 		$1.71M Sell
18,850
-2,300
-11% -$194K 0.03% 112
2022
Q3 		$1.61M Buy
21,150
+1,100
+5% +$91.2K 0.03% 107
2022
Q2 		$1.7M Hold
20,050
– – 0.04% 116
2022
Q1 		$1.76M Hold
20,050
– – 0.04% 135
2021
Q4 		$1.75M Sell
20,050
-880
-4% -$73.1K 0.04% 136
2021
Q3 		$1.71M Sell
20,930
-380
-2% -$34.2K 0.04% 136
2021
Q2 		$1.94M Sell
21,310
-750
-3% -$66.8K 0.04% 128
2021
Q1 		$1.89M Hold
22,060
– – 0.04% 126
2020
Q4 		$2.08M Sell
22,060
-1,255
-5% -$110K 0.07% 109
2020
Q3 		$2.03M Buy
23,315
+560
+2% +$48.5K 0.08% 108
2020
Q2 		$1.99M Sell
22,755
-2,055
-8% -$177K 0.07% 105
2020
Q1 		$2.05M Sell
24,810
-291
-1% -$26K 0.09% 87
2019
Q4 		$2.38M Sell
25,101
-32
-0.1% -$2.87K 0.07% 95
2019
Q3 		$2.18M Hold
25,133
– – 0.07% 109
2019
Q2 		$2.29M Sell
25,133
-3,752
-13% -$318K 0.06% 105
2019
Q1 		$2.49M Buy
+28,885
New +$2.32M 0.07% 101

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

Murray Stahl's NVS Position: Q2 2026 in Review

Murray Stahl reduced its Novartis (NVS) stake by 3.7% in Q2 2026, selling an estimated $60.4K and leaving 10,588 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #128.

Murray Stahl first reported a position in NVS in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.49M in Q1 2019. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Murray Stahl held 10,588 shares of Novartis worth $1.66M as of Q2 2026.
  • Murray Stahl sold 403 Novartis shares in Q2 2026, an estimated $60.4K.
  • Novartis made up 0.02% of Murray Stahl's portfolio in Q2 2026, its #128 holding.
  • Murray Stahl first reported a position in Novartis in Q1 2019 and has held it in 30 quarters since.
  • Murray Stahl's Novartis position peaked at $2.49M in Q1 2019.
  • 1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.