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Natural Investments’s Novartis NVS Stock Holding History

Natural Investments’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 		$801K Buy
5,116
+109
+2% +$16.3K 0.18% 116
2026
Q1 		$764K Buy
5,007
+305
+6% +$46.8K 0.19% 112
2025
Q4 		$648K Buy
4,702
+692
+17% +$90.6K 0.16% 127
2025
Q3 		$514K Sell
4,010
-32
-0.8% -$3.9K 0.13% 136
2025
Q2 		$489K Buy
4,042
+203
+5% +$22.9K 0.13% 142
2025
Q1 		$427K Sell
3,839
-12
-0.3% -$1.28K 0.12% 153
2024
Q4 		$374K Buy
+3,851
New +$411K 0.1% 168

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Natural Investments's NVS Position: Q2 2026 in Review

Natural Investments increased its Novartis (NVS) stake by 2.2% in Q2 2026, buying an estimated $16.3K and bringing the position to 5,116 shares worth $801K. The position accounts for 0.18% of the portfolio, ranked #116.

Natural Investments first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Natural Investments held 5,116 shares of Novartis worth $801K as of Q2 2026.
  • Natural Investments bought 109 Novartis shares in Q2 2026, an estimated $16.3K.
  • Novartis made up 0.18% of Natural Investments's portfolio in Q2 2026, its #116 holding.
  • Natural Investments first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.