MV Capital Management’s Novartis NVS Stock Holding History

MV Capital 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	$23.4K	Sell	149 -14	-9%	-$2.1K	﹤0.01%	434
2026 Q1	$24.9K	Buy	163 +75	+85%	+$11.5K	﹤0.01%	414
2025 Q4	$12.1K	Buy	88 +20	+29%	+$2.62K	﹤0.01%	501
2025 Q3	$8.72K	Hold	68	–	–	﹤0.01%	536
2025 Q2	$8.23K	Sell	68 -60	-47%	-$6.76K	﹤0.01%	551
2025 Q1	$14.3K	Hold	128	–	–	﹤0.01%	469
2024 Q4	$12.5K	Hold	128	–	–	﹤0.01%	490
2024 Q3	$14.7K	Buy	128 +68	+113%	+$7.72K	﹤0.01%	477
2024 Q2	$6.39K	Hold	60	–	–	﹤0.01%	577
2024 Q1	$5.8K	Hold	60	–	–	﹤0.01%	589
2023 Q4	$6.06K	Hold	60	–	–	﹤0.01%	581
2023 Q3	$6.11K	Buy	+60	New	+$6.09K	﹤0.01%	569
2016 Q3	–	Sell	-94	Closed	-$7K	–	370
2016 Q2	$7K	Hold	94	–	–	﹤0.01%	252
2016 Q1	$6K	Hold	94	–	–	﹤0.01%	253
2015 Q4	$7K	Hold	94	–	–	﹤0.01%	259
2015 Q3	$8K	Hold	94	–	–	﹤0.01%	239
2015 Q2	$8K	Hold	94	–	–	﹤0.01%	321
2015 Q1	$8K	Hold	94	–	–	﹤0.01%	309
2014 Q4	$8K	Buy	+94	New	+$7.79K	﹤0.01%	313

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

MV Capital Management's NVS Position: Q2 2026 in Review

MV Capital Management reduced its Novartis (NVS) stake by 8.6% in Q2 2026, selling an estimated $2.1K and leaving 149 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

MV Capital Management first reported a position in NVS in Q4 2014 and has held it in 19 quarters since. The position peaked at $24.9K in Q1 2026. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

MV Capital Management held 149 shares of Novartis worth $23.4K as of Q2 2026.
MV Capital Management sold 14 Novartis shares in Q2 2026, an estimated $2.1K.
Novartis made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #434 holding.
MV Capital Management first reported a position in Novartis in Q4 2014 and has held it in 19 quarters since.
MV Capital Management's Novartis position peaked at $24.9K in Q1 2026.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.