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Naviter Wealth’s Novartis NVS Stock Holding History

Naviter Wealth’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 		$7.49M Buy
47,793
+8,978
+23% +$1.35M 0.68% 28
2026
Q1 		$5.93M Buy
38,815
+1,157
+3% +$177K 0.74% 26
2025
Q4 		$5.19M Sell
37,658
-5,873
-13% -$769K 0.68% 28
2025
Q3 		$5.58M Buy
43,531
+1,448
+3% +$177K 0.65% 28
2025
Q2 		$5.09M Buy
42,083
+2,090
+5% +$236K 0.63% 31
2025
Q1 		$4.66M Sell
39,993
-532
-1% -$56.6K 0.56% 39
2024
Q4 		$3.94M Sell
40,525
-9,837
-20% -$1.05M 0.48% 49
2024
Q3 		$5.79M Buy
50,362
+531
+1% +$60.3K 0.81% 25
2024
Q2 		$5.31M Buy
49,831
+2,473
+5% +$248K 0.79% 26
2024
Q1 		$4.75M Buy
47,358
+6,139
+15% +$629K 0.78% 27
2023
Q4 		$4.16M Buy
41,219
+8,116
+25% +$783K 0.84% 28
2023
Q3 		$3.37M Buy
33,103
+2,469
+8% +$251K 0.81% 26
2023
Q2 		$3.09M Buy
30,634
+4,001
+15% +$400K 0.79% 25
2023
Q1 		$2.45M Buy
26,633
+391
+1% +$34.1K 0.86% 20
2022
Q4 		$2.41M Buy
26,242
+2,426
+10% +$204K 0.66% 27
2022
Q3 		$1.81M Buy
23,816
+1,900
+9% +$157K 0.74% 22
2022
Q2 		$1.85M Buy
+21,916
New +$1.92M 0.76% 22

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

Naviter Wealth's NVS Position: Q2 2026 in Review

Naviter Wealth increased its Novartis (NVS) stake by 23% in Q2 2026, buying an estimated $1.35M and bringing the position to 47,793 shares worth $7.49M. The position accounts for 0.68% of the portfolio, ranked #28.

Naviter Wealth first reported a position in NVS in Q2 2022 and has held it in 17 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Naviter Wealth held 47,793 shares of Novartis worth $7.49M as of Q2 2026.
  • Naviter Wealth bought 8,978 Novartis shares in Q2 2026, an estimated $1.35M.
  • Novartis made up 0.68% of Naviter Wealth's portfolio in Q2 2026, its #28 holding.
  • Naviter Wealth first reported a position in Novartis in Q2 2022 and has held it in 17 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.