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National Philanthropic Trust’s Novartis NVS Stock Holding History

National Philanthropic Trust’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 		$454K Hold
2,896
– – 0.01% 309
2026
Q1 		$442K Buy
2,896
+597
+26% +$91.5K ﹤0.01% 286
2025
Q4 		$317K Sell
2,299
-50
-2% -$6.55K ﹤0.01% 321
2025
Q3 		$301K Buy
+2,349
New +$287K ﹤0.01% 269

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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

National Philanthropic Trust's NVS Position: Q2 2026 in Review

National Philanthropic Trust held its Novartis (NVS) position steady in Q2 2026 at 2,896 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #309.

National Philanthropic Trust first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,546 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • National Philanthropic Trust held 2,896 shares of Novartis worth $454K as of Q2 2026.
  • National Philanthropic Trust left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #309 holding.
  • National Philanthropic Trust first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.