NS
NVS icon

NBC Securities’s Novartis NVS Stock Holding History

NBC Securities’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 		$449K Sell
2,866
-44
-2% -$6.6K 0.03% 568
2026
Q1 		$445K Sell
2,910
-1,449
-33% -$222K 0.03% 553
2025
Q4 		$601K Buy
4,359
+252
+6% +$33K 0.05% 438
2025
Q3 		$527K Sell
4,107
-7,690
-65% -$938K 0.04% 481
2025
Q2 		$1.43M Buy
11,797
+179
+2% +$20.2K 0.12% 207
2025
Q1 		$1.29M Buy
11,618
+11,608
+116,080% +$1.24M 0.11% 204
2024
Q4 		$1.06K Sell
10
-10,652
-100% -$1.14M 0.1% 226
2024
Q3 		$1.23M Buy
10,662
+170
+2% +$19.3K 0.1% 207
2024
Q2 		$1.12M Buy
10,492
+97
+0.9% +$9.74K 0.1% 215
2024
Q1 		$1.11M Buy
10,395
+367
+4% +$37.6K 0.1% 224
2023
Q4 		$1.01M Sell
10,028
-48
-0.5% -$4.63K 0.1% 204
2023
Q3 		$1.03M Buy
+10,076
New +$1.02M 0.11% 180

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

NBC Securities's NVS Position: Q2 2026 in Review

NBC Securities reduced its Novartis (NVS) stake by 1.5% in Q2 2026, selling an estimated $6.6K and leaving 2,866 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #568.

NBC Securities first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q2 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • NBC Securities held 2,866 shares of Novartis worth $449K as of Q2 2026.
  • NBC Securities sold 44 Novartis shares in Q2 2026, an estimated $6.6K.
  • Novartis made up 0.03% of NBC Securities's portfolio in Q2 2026, its #568 holding.
  • NBC Securities first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Novartis position peaked at $1.43M in Q2 2025.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.